Truvvo Partners’s ShoreTel, Inc. SHOR Stock Holding History

Truvvo 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	-71,906	Closed	-$421K	–	131
2017 Q2	$421K	Hold	71,906	–	–	0.15%	104
2017 Q1	$442K	Hold	71,906	–	–	0.2%	91
2016 Q4	$514	Sell	71,906 -130	-0.2%	-$930	0.18%	93
2016 Q3	$576K	Sell	72,036 -29,250	-29%	-$229K	0.26%	80
2016 Q2	$678K	Buy	101,286 +6,790	+7%	+$45K	0.35%	65
2016 Q1	$703K	Buy	94,496 +5,720	+6%	+$43.6K	0.32%	60
2015 Q4	$786K	Buy	+88,776	New	+$826K	0.41%	51

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

Truvvo Partners's SHOR Position: Q3 2017 in Review

Truvvo Partners sold out of ShoreTel, Inc. (SHOR) in Q3 2017, closing a stake of 71,906 shares — an estimated $421K sold.

Truvvo Partners first reported a position in SHOR in Q4 2015 and held it in 7 quarters. The position peaked at $786K in Q4 2015. 2 funds tracked by Wall St. Rank hold SHOR as of Q3 2017.

Truvvo Partners reported no remaining ShoreTel, Inc. position as of Q3 2017 after selling out during the quarter.
Truvvo Partners sold 71,906 ShoreTel, Inc. shares in Q3 2017, an estimated $421K.
Truvvo Partners first reported a position in ShoreTel, Inc. in Q4 2015 and held it in 7 quarters.
Truvvo Partners's ShoreTel, Inc. position peaked at $786K in Q4 2015.
2 funds tracked by Wall St. Rank held ShoreTel, Inc. as of Q3 2017.

Based on Truvvo Partners's 13F filing for Q3 2017, filed 14 Nov 2017.