Prelude Capital Management’s ShoreTel, Inc. SHOR Stock Holding History

Prelude Capital 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 Q2	–	Sell	-1,500	Closed	-$9K	–	2023
2017 Q1	$9K	Buy	1,500 +1,000	+200%	+$6.7K	﹤0.01%	1375
2016 Q4	$4K	Sell	500 -12,264	-96%	-$87.7K	﹤0.01%	1465
2016 Q3	$102K	Buy	+12,764	New	+$99.9K	0.01%	823
2016 Q2	–	Sell	-1,000	Closed	-$7K	–	1857
2016 Q1	$7K	Buy	+1,000	New	+$7.63K	﹤0.01%	1187
2015 Q3	–	Sell	-17,700	Closed	-$120K	–	1987
2015 Q2	$120K	Sell	17,700 -8,500	-32%	-$59K	0.02%	829
2015 Q1	$179K	Sell	26,200 -1,436	-5%	-$10.3K	0.02%	707
2014 Q4	$203K	Buy	27,636 +18,636	+207%	+$138K	0.03%	632
2014 Q3	$60K	Sell	9,000 -10,700	-54%	-$69.2K	0.01%	1330
2014 Q2	$128K	Buy	19,700 +15,300	+348%	+$110K	0.02%	994
2014 Q1	$38K	Sell	4,400 -150	-3%	-$1.29K	0.01%	1413
2013 Q4	$42K	Sell	4,550 -1,400	-24%	-$10.6K	0.01%	1086
2013 Q3	$36K	Buy	+5,950	New	+$28.3K	0.01%	1026

Other funds holding SHOR

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

PWAM

Park West Asset Management San Francisco, California $1.18B AUM 47.25% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Prelude Capital Management's SHOR Position: Q2 2017 in Review

Prelude Capital Management sold out of ShoreTel, Inc. (SHOR) in Q2 2017, closing a stake of 1,500 shares — an estimated $9K sold.

Prelude Capital Management first reported a position in SHOR in Q3 2013 and held it in 12 quarters. The position peaked at $203K in Q4 2014. 137 funds tracked by Wall St. Rank hold SHOR as of Q2 2017.

Prelude Capital Management reported no remaining ShoreTel, Inc. position as of Q2 2017 after selling out during the quarter.
Prelude Capital Management sold 1,500 ShoreTel, Inc. shares in Q2 2017, an estimated $9K.
Prelude Capital Management first reported a position in ShoreTel, Inc. in Q3 2013 and held it in 12 quarters.
Prelude Capital Management's ShoreTel, Inc. position peaked at $203K in Q4 2014.
137 funds tracked by Wall St. Rank held ShoreTel, Inc. as of Q2 2017.

Based on Prelude Capital Management's 13F filing for Q2 2017, filed 14 Aug 2017.