LBA Wealth Management’s ShoreTel, Inc. SHOR Stock Holding History

LBA Wealth Management’s Portfolio SHOR Stock Details SHOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-1,700	Closed	-$12K	–	339
2015 Q1	$12K	Hold	1,700	–	–	0.01%	229
2014 Q4	$12K	Hold	1,700	–	–	0.01%	226
2014 Q3	$11K	Hold	1,700	–	–	0.01%	284
2014 Q2	$11K	Hold	1,700	–	–	0.01%	206
2014 Q1	$15K	Hold	1,700	–	–	0.01%	191
2013 Q4	$16K	Buy	+1,700	New	+$12.8K	0.01%	188

Other funds holding SHOR

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

PWAM

Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LBA Wealth Management's SHOR Position: Q2 2015 in Review

LBA Wealth Management sold out of ShoreTel, Inc. (SHOR) in Q2 2015, closing a stake of 1,700 shares — an estimated $12K sold.

LBA Wealth Management first reported a position in SHOR in Q4 2013 and held it in 6 quarters. The position peaked at $16K in Q4 2013. 134 funds tracked by Wall St. Rank hold SHOR as of Q2 2015.

LBA Wealth Management reported no remaining ShoreTel, Inc. position as of Q2 2015 after selling out during the quarter.
LBA Wealth Management sold 1,700 ShoreTel, Inc. shares in Q2 2015, an estimated $12K.
LBA Wealth Management first reported a position in ShoreTel, Inc. in Q4 2013 and held it in 6 quarters.
LBA Wealth Management's ShoreTel, Inc. position peaked at $16K in Q4 2013.
134 funds tracked by Wall St. Rank held ShoreTel, Inc. as of Q2 2015.

Based on LBA Wealth Management's 13F filing for Q2 2015, filed 12 Aug 2015.