Ropes Wealth Advisors’s ShoreTel, Inc. SHOR Stock Holding History

Ropes Wealth Advisors’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	-5,000	Closed	-$29K	–	730
2017 Q2	$29K	Sell	5,000 -4,233	-46%	-$26K	0.01%	377
2017 Q1	$57K	Hold	9,233	–	–	0.02%	314
2016 Q4	$66K	Hold	9,233	–	–	0.02%	290
2016 Q3	$74K	Sell	9,233 -10,000	-52%	-$78.2K	0.03%	262
2016 Q2	$129K	Hold	19,233	–	–	0.05%	214
2016 Q1	$143K	Hold	19,233	–	–	0.06%	170
2015 Q4	$170K	Hold	19,233	–	–	0.07%	161
2015 Q3	$144K	Hold	19,233	–	–	0.08%	152
2015 Q2	$130K	Buy	19,233 +3,750	+24%	+$26K	0.07%	149
2015 Q1	$106K	Buy	+15,483	New	+$111K	0.06%	155

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

Ropes Wealth Advisors's SHOR Position: Q3 2017 in Review

Ropes Wealth Advisors sold out of ShoreTel, Inc. (SHOR) in Q3 2017, closing a stake of 5,000 shares — an estimated $29K sold.

Ropes Wealth Advisors first reported a position in SHOR in Q1 2015 and held it in 10 quarters. The position peaked at $170K in Q4 2015. 2 funds tracked by Wall St. Rank hold SHOR as of Q3 2017.

Ropes Wealth Advisors reported no remaining ShoreTel, Inc. position as of Q3 2017 after selling out during the quarter.
Ropes Wealth Advisors sold 5,000 ShoreTel, Inc. shares in Q3 2017, an estimated $29K.
Ropes Wealth Advisors first reported a position in ShoreTel, Inc. in Q1 2015 and held it in 10 quarters.
Ropes Wealth Advisors's ShoreTel, Inc. position peaked at $170K in Q4 2015.
2 funds tracked by Wall St. Rank held ShoreTel, Inc. as of Q3 2017.

Based on Ropes Wealth Advisors's 13F filing for Q3 2017, filed 9 Nov 2017.