TradeWorx’s ShoreTel, Inc. SHOR Stock Holding History

TradeWorx’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
2014 Q1	–	Sell	-13,249	Closed	-$123K	–	630
2013 Q4	$123K	Buy	+13,249	New	+$99.9K	0.05%	429

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Diker Management New York $112M AUM 59.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

RCMC

RK Capital Management (Colorado) Denver, Colorado $324K AUM 47.52% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TradeWorx's SHOR Position: Q1 2014 in Review

TradeWorx sold out of ShoreTel, Inc. (SHOR) in Q1 2014, closing a stake of 13,249 shares — an estimated $123K sold.

TradeWorx first reported a position in SHOR in Q4 2013 and held it in 1 quarter. The position peaked at $123K in Q4 2013. 143 funds tracked by Wall St. Rank hold SHOR as of Q1 2014.

TradeWorx reported no remaining ShoreTel, Inc. position as of Q1 2014 after selling out during the quarter.
TradeWorx sold 13,249 ShoreTel, Inc. shares in Q1 2014, an estimated $123K.
TradeWorx first reported a position in ShoreTel, Inc. in Q4 2013 and held it in 1 quarter.
TradeWorx's ShoreTel, Inc. position peaked at $123K in Q4 2013.
143 funds tracked by Wall St. Rank held ShoreTel, Inc. as of Q1 2014.

Based on TradeWorx's 13F filing for Q1 2014, filed 2 Jun 2014.