MAA
SHOR

Managed Account Advisors’s ShoreTel, Inc. SHOR Stock Holding History

Managed Account Advisors’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
2014
Q2 		– Sell
-4,472
Closed -$38K – 2693
2014
Q1 		$38K Sell
4,472
-24,890
-85% -$215K ﹤0.01% 2409
2013
Q4 		$272K Buy
+29,362
New +$221K ﹤0.01% 2154

Other funds holding SHOR

PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DM
Diker Management New York $112M AUM 59.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RCMC
RK Capital Management (Colorado) Denver, Colorado $324K AUM 47.52% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

Managed Account Advisors's SHOR Position: Q2 2014 in Review

Managed Account Advisors sold out of ShoreTel, Inc. (SHOR) in Q2 2014, closing a stake of 4,472 shares — an estimated $38K sold.

Managed Account Advisors first reported a position in SHOR in Q4 2013 and held it in 2 quarters. The position peaked at $272K in Q4 2013. 134 funds tracked by Wall St. Rank hold SHOR as of Q2 2014.

  • Managed Account Advisors reported no remaining ShoreTel, Inc. position as of Q2 2014 after selling out during the quarter.
  • Managed Account Advisors sold 4,472 ShoreTel, Inc. shares in Q2 2014, an estimated $38K.
  • Managed Account Advisors first reported a position in ShoreTel, Inc. in Q4 2013 and held it in 2 quarters.
  • Managed Account Advisors's ShoreTel, Inc. position peaked at $272K in Q4 2013.
  • 134 funds tracked by Wall St. Rank held ShoreTel, Inc. as of Q2 2014.

Based on Managed Account Advisors's 13F filing for Q2 2014, filed 14 Aug 2014.