SFM
SHOR

Systematic Financial Management’s ShoreTel, Inc. SHOR Stock Holding History

Systematic Financial 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
2015
Q3 		– Sell
-69,300
Closed -$469K – 730
2015
Q2 		$469K Buy
+69,300
New +$481K ﹤0.01% 633
2014
Q3 		– Sell
-809,200
Closed -$5.28M – 740
2014
Q2 		$5.28M Buy
809,200
+55,030
+7% +$396K 0.04% 347
2014
Q1 		$6.49M Buy
754,170
+391,970
+108% +$3.38M 0.04% 323
2013
Q4 		$3.36M Buy
+362,200
New +$2.73M 0.02% 358

Other funds holding SHOR

PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Systematic Financial Management's SHOR Position: Q3 2015 in Review

Systematic Financial Management sold out of ShoreTel, Inc. (SHOR) in Q3 2015, closing a stake of 69,300 shares — an estimated $469K sold.

Systematic Financial Management first reported a position in SHOR in Q4 2013 and held it in 4 quarters. The position peaked at $6.49M in Q1 2014. 138 funds tracked by Wall St. Rank hold SHOR as of Q3 2015.

  • Systematic Financial Management reported no remaining ShoreTel, Inc. position as of Q3 2015 after selling out during the quarter.
  • Systematic Financial Management sold 69,300 ShoreTel, Inc. shares in Q3 2015, an estimated $469K.
  • Systematic Financial Management first reported a position in ShoreTel, Inc. in Q4 2013 and held it in 4 quarters.
  • Systematic Financial Management's ShoreTel, Inc. position peaked at $6.49M in Q1 2014.
  • 138 funds tracked by Wall St. Rank held ShoreTel, Inc. as of Q3 2015.

Based on Systematic Financial Management's 13F filing for Q3 2015, filed 6 Nov 2015.