Marshall Wace
SHOR

Marshall Wace’s ShoreTel, Inc. SHOR Stock Holding History

Marshall Wace’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
2016
Q1 		– Sell
-147,646
Closed -$1.31M – 1297
2015
Q4 		$1.31M Buy
+147,646
New +$1.37M 0.01% 653
2014
Q2 		– Sell
-268,218
Closed -$2.31M – 1145
2014
Q1 		$2.31M Buy
+268,218
New +$2.31M 0.04% 336

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CS
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Marshall Wace's SHOR Position: Q1 2016 in Review

Marshall Wace sold out of ShoreTel, Inc. (SHOR) in Q1 2016, closing a stake of 147,646 shares — an estimated $1.31M sold.

Marshall Wace first reported a position in SHOR in Q1 2014 and held it in 2 quarters. The position peaked at $2.31M in Q1 2014. 135 funds tracked by Wall St. Rank hold SHOR as of Q1 2016.

  • Marshall Wace reported no remaining ShoreTel, Inc. position as of Q1 2016 after selling out during the quarter.
  • Marshall Wace sold 147,646 ShoreTel, Inc. shares in Q1 2016, an estimated $1.31M.
  • Marshall Wace first reported a position in ShoreTel, Inc. in Q1 2014 and held it in 2 quarters.
  • Marshall Wace's ShoreTel, Inc. position peaked at $2.31M in Q1 2014.
  • 135 funds tracked by Wall St. Rank held ShoreTel, Inc. as of Q1 2016.

Based on Marshall Wace's 13F filing for Q1 2016, filed 13 May 2016.