LA
SHOR

Lucus Advisors’s ShoreTel, Inc. SHOR Stock Holding History

Lucus Advisors’s Portfolio SHOR Stock Details SHOR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-37,449
Closed -$331K – 398
2015
Q4 		$331K Buy
37,449
+7,959
+27% +$70.3K 0.2% 234
2015
Q3 		$220K Sell
29,490
-32,016
-52% -$239K 0.12% 316
2015
Q2 		$417K Buy
+61,506
New +$417K 0.2% 298