Putnam Investments’s ShoreTel, Inc. SHOR Stock Holding History

Putnam Investments’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	-200,720	Closed	-$1.44M	–	1324
2016 Q4	$1.44M	Sell	200,720 -2,254	-1%	-$16.1K	﹤0.01%	919
2016 Q3	$1.62M	Sell	202,974 -128,426	-39%	-$1M	﹤0.01%	905
2016 Q2	$2.22M	Buy	331,400 +118,940	+56%	+$788K	0.01%	898
2016 Q1	$1.58M	Buy	212,460 +4,533	+2%	+$34.6K	﹤0.01%	1007
2015 Q4	$1.84M	Sell	207,927 -3,352	-2%	-$31.2K	﹤0.01%	997
2015 Q3	$1.58M	Buy	211,279 +6,602	+3%	+$47.6K	﹤0.01%	1053
2015 Q2	$1.39M	Sell	204,677 -1,737	-0.8%	-$12.1K	﹤0.01%	1154
2015 Q1	$1.41M	Buy	206,414 +72,705	+54%	+$519K	﹤0.01%	1138
2014 Q4	$983K	Sell	133,709 -743	-0.6%	-$5.5K	﹤0.01%	1179
2014 Q3	$894K	Buy	134,452 +2,265	+2%	+$14.6K	﹤0.01%	1232
2014 Q2	$861K	Buy	132,187 +182	+0.1%	+$1.31K	﹤0.01%	1218
2014 Q1	$1.14M	Sell	132,005 -6,776	-5%	-$58.4K	﹤0.01%	1176
2013 Q4	$1.29M	Buy	+138,781	New	+$1.05M	﹤0.01%	1150

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

Putnam Investments's SHOR Position: Q1 2017 in Review

Putnam Investments sold out of ShoreTel, Inc. (SHOR) in Q1 2017, closing a stake of 200,720 shares — an estimated $1.44M sold.

Putnam Investments first reported a position in SHOR in Q4 2013 and held it in 13 quarters. The position peaked at $2.22M in Q2 2016. 142 funds tracked by Wall St. Rank hold SHOR as of Q1 2017.

Putnam Investments reported no remaining ShoreTel, Inc. position as of Q1 2017 after selling out during the quarter.
Putnam Investments sold 200,720 ShoreTel, Inc. shares in Q1 2017, an estimated $1.44M.
Putnam Investments first reported a position in ShoreTel, Inc. in Q4 2013 and held it in 13 quarters.
Putnam Investments's ShoreTel, Inc. position peaked at $2.22M in Q2 2016.
142 funds tracked by Wall St. Rank held ShoreTel, Inc. as of Q1 2017.

Based on Putnam Investments's 13F filing for Q1 2017, filed 15 May 2017.