Stoneridge Investment Partners’s ShoreTel, Inc. SHOR Stock Holding History

Stoneridge Investment Partners’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	-14,757	Closed	-$86K	–	313
2017 Q2	$86K	Sell	14,757 -34,622	-70%	-$212K	0.01%	239
2017 Q1	$304K	Buy	+49,379	New	+$331K	0.04%	251
2013 Q3	–	Sell	-43,364	Closed	-$175K	–	245
2013 Q2	$175K	Buy	+43,364	New	+$168K	0.04%	172

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

Stoneridge Investment Partners's SHOR Position: Q3 2017 in Review

Stoneridge Investment Partners sold out of ShoreTel, Inc. (SHOR) in Q3 2017, closing a stake of 14,757 shares — an estimated $86K sold.

Stoneridge Investment Partners first reported a position in SHOR in Q2 2013 and held it in 3 quarters. The position peaked at $304K in Q1 2017. 2 funds tracked by Wall St. Rank hold SHOR as of Q3 2017.

Stoneridge Investment Partners reported no remaining ShoreTel, Inc. position as of Q3 2017 after selling out during the quarter.
Stoneridge Investment Partners sold 14,757 ShoreTel, Inc. shares in Q3 2017, an estimated $86K.
Stoneridge Investment Partners first reported a position in ShoreTel, Inc. in Q2 2013 and held it in 3 quarters.
Stoneridge Investment Partners's ShoreTel, Inc. position peaked at $304K in Q1 2017.
2 funds tracked by Wall St. Rank held ShoreTel, Inc. as of Q3 2017.

Based on Stoneridge Investment Partners's 13F filing for Q3 2017, filed 2 Nov 2017.