UBS AM
SHOR

UBS AM’s ShoreTel, Inc. SHOR Stock Holding History

UBS AM’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
-11,100
Closed -$64.4K – 2572
2017
Q2 		$64.4K Hold
11,100
– – ﹤0.01% 2376
2017
Q1 		$68.3K Hold
11,100
– – ﹤0.01% 2327
2016
Q4 		$79K Sell
11,100
-28,500
-72% -$204K ﹤0.01% 2278
2016
Q3 		$317K Hold
39,600
– – ﹤0.01% 2236
2016
Q2 		$265K Hold
39,600
– – ﹤0.01% 2284
2016
Q1 		$295K Sell
39,600
-17,600
-31% -$134K ﹤0.01% 2227
2015
Q4 		$506K Buy
57,200
+4,700
+9% +$43.7K ﹤0.01% 2046
2015
Q3 		$392K Buy
52,500
+12,900
+33% +$93K ﹤0.01% 2130
2015
Q2 		$268K Buy
39,600
+1,400
+4% +$9.72K ﹤0.01% 2434
2015
Q1 		$261K Buy
38,200
+1,900
+5% +$13.6K ﹤0.01% 2350
2014
Q4 		$267K Buy
36,300
+4,600
+15% +$34K ﹤0.01% 2303
2014
Q3 		$211K Hold
31,700
– – ﹤0.01% 2348
2014
Q2 		$207K Hold
31,700
– – ﹤0.01% 2396
2014
Q1 		$273K Hold
31,700
– – ﹤0.01% 2246
2013
Q4 		$294K Hold
31,700
– – ﹤0.01% 2151
2013
Q3 		$191K Buy
31,700
+3,200
+11% +$15.2K ﹤0.01% 2344
2013
Q2 		$115K Buy
+28,500
New +$110K ﹤0.01% 2379

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

UBS AM's SHOR Position: Q3 2017 in Review

UBS AM sold out of ShoreTel, Inc. (SHOR) in Q3 2017, closing a stake of 11,100 shares — an estimated $64.4K sold.

UBS AM first reported a position in SHOR in Q2 2013 and held it in 17 quarters. The position peaked at $506K in Q4 2015. 2 funds tracked by Wall St. Rank hold SHOR as of Q3 2017.

  • UBS AM reported no remaining ShoreTel, Inc. position as of Q3 2017 after selling out during the quarter.
  • UBS AM sold 11,100 ShoreTel, Inc. shares in Q3 2017, an estimated $64.4K.
  • UBS AM first reported a position in ShoreTel, Inc. in Q2 2013 and held it in 17 quarters.
  • UBS AM's ShoreTel, Inc. position peaked at $506K in Q4 2015.
  • 2 funds tracked by Wall St. Rank held ShoreTel, Inc. as of Q3 2017.

Based on UBS AM's 13F filing for Q3 2017, filed 13 Nov 2017.