Principal Financial Group
SHOR

Principal Financial Group’s ShoreTel, Inc. SHOR Stock Holding History

Principal Financial Group’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
-11,087
Closed -$64K – 2278
2017
Q2 		$64K Buy
+11,087
New +$68K ﹤0.01% 2220
2017
Q1 		– Sell
-12,885
Closed -$92K – 2253
2016
Q4 		$92K Hold
12,885
– – ﹤0.01% 2163
2016
Q3 		$103K Hold
12,885
– – ﹤0.01% 2097
2016
Q2 		$86K Sell
12,885
-538
-4% -$3.56K ﹤0.01% 2098
2016
Q1 		$100K Buy
+13,423
New +$102K ﹤0.01% 2087
2015
Q4 		– Sell
-12,711
Closed -$95K – 2231
2015
Q3 		$95K Sell
12,711
-4,353
-26% -$31.4K ﹤0.01% 2098
2015
Q2 		$116K Sell
17,064
-1,388
-8% -$9.63K ﹤0.01% 2118
2015
Q1 		$126K Buy
18,452
+733
+4% +$5.24K ﹤0.01% 2081
2014
Q4 		$130K Sell
17,719
-3,113
-15% -$23K ﹤0.01% 2092
2014
Q3 		$139K Buy
20,832
+404
+2% +$2.61K ﹤0.01% 2092
2014
Q2 		$133K Sell
20,428
-1,442
-7% -$10.4K ﹤0.01% 2164
2014
Q1 		$188K Sell
21,870
-416
-2% -$3.59K ﹤0.01% 2144
2013
Q4 		$207K Buy
+22,286
New +$168K ﹤0.01% 2143

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

Principal Financial Group's SHOR Position: Q3 2017 in Review

Principal Financial Group sold out of ShoreTel, Inc. (SHOR) in Q3 2017, closing a stake of 11,087 shares — an estimated $64K sold.

Principal Financial Group first reported a position in SHOR in Q4 2013 and held it in 13 quarters. The position peaked at $207K in Q4 2013. 2 funds tracked by Wall St. Rank hold SHOR as of Q3 2017.

  • Principal Financial Group reported no remaining ShoreTel, Inc. position as of Q3 2017 after selling out during the quarter.
  • Principal Financial Group sold 11,087 ShoreTel, Inc. shares in Q3 2017, an estimated $64K.
  • Principal Financial Group first reported a position in ShoreTel, Inc. in Q4 2013 and held it in 13 quarters.
  • Principal Financial Group's ShoreTel, Inc. position peaked at $207K in Q4 2013.
  • 2 funds tracked by Wall St. Rank held ShoreTel, Inc. as of Q3 2017.

Based on Principal Financial Group's 13F filing for Q3 2017, filed 2 Nov 2017.