Paloma Partners’s ShoreTel, Inc. SHOR Stock Holding History

Paloma Partners’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	-17,856	Closed	-$104K	–	2681
2017 Q2	$104K	Buy	+17,856	New	+$109K	﹤0.01%	2076
2016 Q1	–	Sell	-20,363	Closed	-$180K	–	2203
2015 Q4	$180K	Buy	+20,363	New	+$189K	﹤0.01%	1568
2014 Q4	–	Sell	-11,152	Closed	-$74K	–	1497
2014 Q3	$74K	Buy	+11,152	New	+$72.1K	﹤0.01%	922

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

Paloma Partners's SHOR Position: Q3 2017 in Review

Paloma Partners sold out of ShoreTel, Inc. (SHOR) in Q3 2017, closing a stake of 17,856 shares — an estimated $104K sold.

Paloma Partners first reported a position in SHOR in Q3 2014 and held it in 3 quarters. The position peaked at $180K in Q4 2015. 2 funds tracked by Wall St. Rank hold SHOR as of Q3 2017.

Paloma Partners reported no remaining ShoreTel, Inc. position as of Q3 2017 after selling out during the quarter.
Paloma Partners sold 17,856 ShoreTel, Inc. shares in Q3 2017, an estimated $104K.
Paloma Partners first reported a position in ShoreTel, Inc. in Q3 2014 and held it in 3 quarters.
Paloma Partners's ShoreTel, Inc. position peaked at $180K in Q4 2015.
2 funds tracked by Wall St. Rank held ShoreTel, Inc. as of Q3 2017.

Based on Paloma Partners's 13F filing for Q3 2017, filed 14 Nov 2017.