Luther King Capital Management (LKCM)’s ShoreTel, Inc. SHOR Stock Holding History

Luther King Capital Management (LKCM)’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
2017 Q3	–	Sell	-25,000	Closed	-$145K	–	523
2017 Q2	$145K	Sell	25,000 -3,000	-11%	-$18.4K	﹤0.01%	488
2017 Q1	$172K	Hold	28,000	–	–	﹤0.01%	507
2016 Q4	$200K	Sell	28,000 -4,000	-13%	-$28.6K	﹤0.01%	489
2016 Q3	$256K	Buy	32,000 +7,000	+28%	+$54.8K	﹤0.01%	461
2016 Q2	$167K	Buy	+25,000	New	+$166K	﹤0.01%	498

Other funds holding SHOR

IIM

Ironwood Investment Management Boston, Massachusetts $240M AUM 45.82% 1-Year Est. Return

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Luther King Capital Management (LKCM)'s SHOR Position: Q3 2017 in Review

Luther King Capital Management (LKCM) sold out of ShoreTel, Inc. (SHOR) in Q3 2017, closing a stake of 25,000 shares — an estimated $145K sold.

Luther King Capital Management (LKCM) first reported a position in SHOR in Q2 2016 and held it in 5 quarters. The position peaked at $256K in Q3 2016. 2 funds tracked by Wall St. Rank hold SHOR as of Q3 2017.

Luther King Capital Management (LKCM) reported no remaining ShoreTel, Inc. position as of Q3 2017 after selling out during the quarter.
Luther King Capital Management (LKCM) sold 25,000 ShoreTel, Inc. shares in Q3 2017, an estimated $145K.
Luther King Capital Management (LKCM) first reported a position in ShoreTel, Inc. in Q2 2016 and held it in 5 quarters.
Luther King Capital Management (LKCM)'s ShoreTel, Inc. position peaked at $256K in Q3 2016.
2 funds tracked by Wall St. Rank held ShoreTel, Inc. as of Q3 2017.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q3 2017, filed 13 Nov 2017.