RIM
SHOR

RS Investment Management’s ShoreTel, Inc. SHOR Stock Holding History

RS Investment 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
2014
Q3 		– Sell
-145,200
Closed -$947K – 413
2014
Q2 		$947K Sell
145,200
-172,300
-54% -$1.24M 0.01% 343
2014
Q1 		$2.73M Buy
317,500
+84,100
+36% +$725K 0.02% 309
2013
Q4 		$2.17M Hold
233,400
– – 0.01% 306
2013
Q3 		$1.41M Buy
+233,400
New +$1.11M 0.01% 311

Other funds holding SHOR

PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RCMC
RK Capital Management (Colorado) Denver, Colorado $324K AUM 47.52% 1-Year Est. Return
DM
Diker Management New York $112M AUM 59.78% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CM
Castleark Management Chicago, Illinois $3.02B AUM 53.92% 1-Year Est. Return

RS Investment Management's SHOR Position: Q3 2014 in Review

RS Investment Management sold out of ShoreTel, Inc. (SHOR) in Q3 2014, closing a stake of 145,200 shares — an estimated $947K sold.

RS Investment Management first reported a position in SHOR in Q3 2013 and held it in 4 quarters. The position peaked at $2.73M in Q1 2014. 137 funds tracked by Wall St. Rank hold SHOR as of Q3 2014.

  • RS Investment Management reported no remaining ShoreTel, Inc. position as of Q3 2014 after selling out during the quarter.
  • RS Investment Management sold 145,200 ShoreTel, Inc. shares in Q3 2014, an estimated $947K.
  • RS Investment Management first reported a position in ShoreTel, Inc. in Q3 2013 and held it in 4 quarters.
  • RS Investment Management's ShoreTel, Inc. position peaked at $2.73M in Q1 2014.
  • 137 funds tracked by Wall St. Rank held ShoreTel, Inc. as of Q3 2014.

Based on RS Investment Management's 13F filing for Q3 2014, filed 14 Nov 2014.