SVB Wealth’s ShoreTel, Inc. SHOR Stock Holding History

SVB Wealth’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
2015 Q2	–	Sell	-10,000	Closed	-$68K	–	593
2015 Q1	$68K	Buy	+10,000	New	+$71.4K	﹤0.01%	543

Other funds holding SHOR

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

PWAM

Park West Asset Management San Francisco, California $1.47B AUM 86.42% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

SVB Wealth's SHOR Position: Q2 2015 in Review

SVB Wealth sold out of ShoreTel, Inc. (SHOR) in Q2 2015, closing a stake of 10,000 shares — an estimated $68K sold.

SVB Wealth first reported a position in SHOR in Q1 2015 and held it in 1 quarter. The position peaked at $68K in Q1 2015. 134 funds tracked by Wall St. Rank hold SHOR as of Q2 2015.

SVB Wealth reported no remaining ShoreTel, Inc. position as of Q2 2015 after selling out during the quarter.
SVB Wealth sold 10,000 ShoreTel, Inc. shares in Q2 2015, an estimated $68K.
SVB Wealth first reported a position in ShoreTel, Inc. in Q1 2015 and held it in 1 quarter.
SVB Wealth's ShoreTel, Inc. position peaked at $68K in Q1 2015.
134 funds tracked by Wall St. Rank held ShoreTel, Inc. as of Q2 2015.

Based on SVB Wealth's 13F filing for Q2 2015, filed 13 Aug 2015.