SIM
SHOR

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

Spark 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
2017
Q3 		– Sell
-181,900
Closed -$1.05M – 894
2017
Q2 		$1.05M Buy
+181,900
New +$1.12M 0.07% 375
2017
Q1 		– Sell
-241,900
Closed -$1.73M – 965
2016
Q4 		$1.73M Sell
241,900
-300,300
-55% -$2.15M 0.14% 229
2016
Q3 		$4.34M Buy
542,200
+57,300
+12% +$448K 0.35% 78
2016
Q2 		$3.24M Sell
484,900
-51,200
-10% -$339K 0.3% 97
2016
Q1 		$3.99M Buy
536,100
+121,000
+29% +$923K 0.4% 57
2015
Q4 		$3.67M Buy
415,100
+200,100
+93% +$1.86M 0.47% 46
2015
Q3 		$1.6M Buy
215,000
+121,500
+130% +$876K 0.21% 153
2015
Q2 		$633K Hold
93,500
– – 0.09% 308
2015
Q1 		$637K Hold
93,500
– – 0.09% 318
2014
Q4 		$687K Sell
93,500
-42,000
-31% -$311K 0.12% 259
2014
Q3 		$901K Sell
135,500
-87,300
-39% -$564K 0.14% 222
2014
Q2 		$1.45M Buy
222,800
+87,100
+64% +$626K 0.22% 160
2014
Q1 		$1.17M Hold
135,700
– – 0.18% 177
2013
Q4 		$1.26M Buy
135,700
+82,700
+156% +$624K 0.22% 167
2013
Q3 		$320K Buy
53,000
+18,500
+54% +$88K 0.07% 359
2013
Q2 		$139K Buy
+34,500
New +$134K 0.04% 365

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

Spark Investment Management's SHOR Position: Q3 2017 in Review

Spark Investment Management sold out of ShoreTel, Inc. (SHOR) in Q3 2017, closing a stake of 181,900 shares — an estimated $1.05M sold.

Spark Investment Management first reported a position in SHOR in Q2 2013 and held it in 16 quarters. The position peaked at $4.34M in Q3 2016. 2 funds tracked by Wall St. Rank hold SHOR as of Q3 2017.

  • Spark Investment Management reported no remaining ShoreTel, Inc. position as of Q3 2017 after selling out during the quarter.
  • Spark Investment Management sold 181,900 ShoreTel, Inc. shares in Q3 2017, an estimated $1.05M.
  • Spark Investment Management first reported a position in ShoreTel, Inc. in Q2 2013 and held it in 16 quarters.
  • Spark Investment Management's ShoreTel, Inc. position peaked at $4.34M in Q3 2016.
  • 2 funds tracked by Wall St. Rank held ShoreTel, Inc. as of Q3 2017.

Based on Spark Investment Management's 13F filing for Q3 2017, filed 13 Nov 2017.