Oberweis Asset Management’s ShoreTel, Inc. SHOR Stock Holding History

Oberweis Asset Management’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 Q1	–	Sell	-77,300	Closed	-$553K	–	160
2016 Q4	$553K	Buy	77,300 +2,300	+3%	+$16.5K	0.17%	89
2016 Q3	$600K	Buy	+75,000	New	+$587K	0.17%	90
2015 Q2	–	Sell	-30,200	Closed	-$206K	–	188
2015 Q1	$206K	Buy	30,200 +14,600	+94%	+$104K	0.06%	164
2014 Q4	$115K	Sell	15,600 -6,800	-30%	-$50.3K	0.03%	124
2014 Q3	$149K	Buy	22,400 +4,900	+28%	+$31.7K	0.04%	131
2014 Q2	$114K	Hold	17,500	–	–	0.03%	136
2014 Q1	$151K	Hold	17,500	–	–	0.03%	146
2013 Q4	$162K	Buy	+17,500	New	+$132K	0.04%	141

Other funds holding SHOR

PWAM

Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

KPF

K2 Principal Fund Toronto, Ontario, Canada $1.43B AUM 29.56% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Oberweis Asset Management's SHOR Position: Q1 2017 in Review

Oberweis Asset Management sold out of ShoreTel, Inc. (SHOR) in Q1 2017, closing a stake of 77,300 shares — an estimated $553K sold.

Oberweis Asset Management first reported a position in SHOR in Q4 2013 and held it in 8 quarters. The position peaked at $600K in Q3 2016. 142 funds tracked by Wall St. Rank hold SHOR as of Q1 2017.

Oberweis Asset Management reported no remaining ShoreTel, Inc. position as of Q1 2017 after selling out during the quarter.
Oberweis Asset Management sold 77,300 ShoreTel, Inc. shares in Q1 2017, an estimated $553K.
Oberweis Asset Management first reported a position in ShoreTel, Inc. in Q4 2013 and held it in 8 quarters.
Oberweis Asset Management's ShoreTel, Inc. position peaked at $600K in Q3 2016.
142 funds tracked by Wall St. Rank held ShoreTel, Inc. as of Q1 2017.

Based on Oberweis Asset Management's 13F filing for Q1 2017, filed 15 May 2017.