Morgan Stanley’s ShoreTel, Inc. SHOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-87,577
| Closed | -$508K | – | 6722 |
|
|
2017
Q2 | $508K | Sell |
87,577
-127,135
| -59% | -$780K | ﹤0.01% | 4786 |
|
|
2017
Q1 | $1.32M | Sell |
214,712
-92,110
| -30% | -$617K | ﹤0.01% | 4172 |
|
|
2016
Q4 | $2.19M | Sell |
306,822
-221,369
| -42% | -$1.58M | ﹤0.01% | 3847 |
|
|
2016
Q3 | $4.23M | Sell |
528,191
-161,224
| -23% | -$1.26M | ﹤0.01% | 2828 |
|
|
2016
Q2 | $4.61M | Buy |
689,415
+277,858
| +68% | +$1.84M | ﹤0.01% | 2686 |
|
|
2016
Q1 | $3.06M | Sell |
411,557
-273,750
| -40% | -$2.09M | ﹤0.01% | 2966 |
|
|
2015
Q4 | $6.07M | Buy |
685,307
+342,615
| +100% | +$3.19M | ﹤0.01% | 2472 |
|
|
2015
Q3 | $2.56M | Buy |
342,692
+122,240
| +55% | +$881K | ﹤0.01% | 3269 |
|
|
2015
Q2 | $1.5M | Buy |
220,452
+34,205
| +18% | +$237K | ﹤0.01% | 3886 |
|
|
2015
Q1 | $1.27M | Sell |
186,247
-75,608
| -29% | -$540K | ﹤0.01% | 3950 |
|
|
2014
Q4 | $1.93M | Buy |
261,855
+75,221
| +40% | +$557K | ﹤0.01% | 3598 |
|
|
2014
Q3 | $1.24M | Sell |
186,634
-7,711
| -4% | -$49.9K | ﹤0.01% | 3858 |
|
|
2014
Q2 | $1.27M | Buy |
194,345
+70,272
| +57% | +$505K | ﹤0.01% | 3861 |
|
|
2014
Q1 | $1.07M | Buy |
124,073
+11,870
| +11% | +$102K | ﹤0.01% | 3941 |
|
|
2013
Q4 | $1.04M | Buy |
112,203
+83,105
| +286% | +$627K | ﹤0.01% | 3909 |
|
|
2013
Q3 | $176K | Buy |
29,098
+11,342
| +64% | +$54K | ﹤0.01% | 4937 |
|
|
2013
Q2 | $72K | Buy |
+17,756
| New | +$68.7K | ﹤0.01% | 5139 |
|
Other funds holding SHOR
Morgan Stanley's SHOR Position: Q3 2017 in Review
Morgan Stanley sold out of ShoreTel, Inc. (SHOR) in Q3 2017, closing a stake of 87,577 shares — an estimated $508K sold.
Morgan Stanley first reported a position in SHOR in Q2 2013 and held it in 17 quarters. The position peaked at $6.07M in Q4 2015. 2 funds tracked by Wall St. Rank hold SHOR as of Q3 2017.
- Morgan Stanley reported no remaining ShoreTel, Inc. position as of Q3 2017 after selling out during the quarter.
- Morgan Stanley sold 87,577 ShoreTel, Inc. shares in Q3 2017, an estimated $508K.
- Morgan Stanley first reported a position in ShoreTel, Inc. in Q2 2013 and held it in 17 quarters.
- Morgan Stanley's ShoreTel, Inc. position peaked at $6.07M in Q4 2015.
- 2 funds tracked by Wall St. Rank held ShoreTel, Inc. as of Q3 2017.
Based on Morgan Stanley's 13F filing for Q3 2017, filed 14 Nov 2017.