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

SEI 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 Q3	–	Sell	-7,831	Closed	-$45K	–	3551
2017 Q2	$45K	Buy	7,831 +7,809	+35,495%	+$47.9K	﹤0.01%	2274
2017 Q1	$0	Buy	+22	New	+$147	﹤0.01%	3195

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

SEI Investments's SHOR Position: Q3 2017 in Review

SEI Investments sold out of ShoreTel, Inc. (SHOR) in Q3 2017, closing a stake of 7,831 shares — an estimated $45K sold.

SEI Investments first reported a position in SHOR in Q1 2017 and held it in 2 quarters. The position peaked at $45K in Q2 2017. 2 funds tracked by Wall St. Rank hold SHOR as of Q3 2017.

SEI Investments reported no remaining ShoreTel, Inc. position as of Q3 2017 after selling out during the quarter.
SEI Investments sold 7,831 ShoreTel, Inc. shares in Q3 2017, an estimated $45K.
SEI Investments first reported a position in ShoreTel, Inc. in Q1 2017 and held it in 2 quarters.
SEI Investments's ShoreTel, Inc. position peaked at $45K in Q2 2017.
2 funds tracked by Wall St. Rank held ShoreTel, Inc. as of Q3 2017.

Based on SEI Investments's 13F filing for Q3 2017, filed 6 Nov 2017.