LBH
SHOR

Lehman Brothers Holdings’s ShoreTel, Inc. SHOR Stock Holding History

Lehman Brothers Holdings’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
2013
Q4 		– Sell
-890,079
Closed -$5.38M – 17
2013
Q3 		$5.38M Sell
890,079
-4,055,889
-82% -$19.3M 0.25% 6
2013
Q2 		$19.9M Buy
+4,945,968
New +$19.1M 0.91% 4

Other funds holding SHOR

PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
DM
Diker Management New York $112M AUM 59.78% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
TC
TFS Capital West Chester, Pennsylvania $255M AUM 32.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lehman Brothers Holdings's SHOR Position: Q4 2013 in Review

Lehman Brothers Holdings sold out of ShoreTel, Inc. (SHOR) in Q4 2013, closing a stake of 890,079 shares — an estimated $5.38M sold.

Lehman Brothers Holdings first reported a position in SHOR in Q2 2013 and held it in 2 quarters. The position peaked at $19.9M in Q2 2013. 134 funds tracked by Wall St. Rank hold SHOR as of Q4 2013.

  • Lehman Brothers Holdings reported no remaining ShoreTel, Inc. position as of Q4 2013 after selling out during the quarter.
  • Lehman Brothers Holdings sold 890,079 ShoreTel, Inc. shares in Q4 2013, an estimated $5.38M.
  • Lehman Brothers Holdings first reported a position in ShoreTel, Inc. in Q2 2013 and held it in 2 quarters.
  • Lehman Brothers Holdings's ShoreTel, Inc. position peaked at $19.9M in Q2 2013.
  • 134 funds tracked by Wall St. Rank held ShoreTel, Inc. as of Q4 2013.

Based on Lehman Brothers Holdings's 13F filing for Q4 2013, filed 14 Feb 2014.