SIM
SHOR

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

SSI 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
2013
Q4 		– Sell
-120,825
Closed -$730K – 442
2013
Q3 		$730K Buy
+120,825
New +$575K 0.07% 253

Other funds holding SHOR

PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
DM
Diker Management New York $112M AUM 59.78% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
TC
TFS Capital West Chester, Pennsylvania $255M AUM 32.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SSI Investment Management's SHOR Position: Q4 2013 in Review

SSI Investment Management sold out of ShoreTel, Inc. (SHOR) in Q4 2013, closing a stake of 120,825 shares — an estimated $730K sold.

SSI Investment Management first reported a position in SHOR in Q3 2013 and held it in 1 quarter. The position peaked at $730K in Q3 2013. 134 funds tracked by Wall St. Rank hold SHOR as of Q4 2013.

  • SSI Investment Management reported no remaining ShoreTel, Inc. position as of Q4 2013 after selling out during the quarter.
  • SSI Investment Management sold 120,825 ShoreTel, Inc. shares in Q4 2013, an estimated $730K.
  • SSI Investment Management first reported a position in ShoreTel, Inc. in Q3 2013 and held it in 1 quarter.
  • SSI Investment Management's ShoreTel, Inc. position peaked at $730K in Q3 2013.
  • 134 funds tracked by Wall St. Rank held ShoreTel, Inc. as of Q4 2013.

Based on SSI Investment Management's 13F filing for Q4 2013, filed 7 Feb 2014.