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

UBS Group’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	-1,797	Closed	-$10K	–	8284
2017 Q2	$10K	Sell	1,797 -294	-14%	-$1.8K	﹤0.01%	6815
2017 Q1	$13K	Sell	2,091 -22,582	-92%	-$151K	﹤0.01%	6484
2016 Q4	$176K	Buy	24,673 +23,335	+1,744%	+$167K	﹤0.01%	4896
2016 Q3	$10K	Sell	1,338 -601	-31%	-$4.7K	﹤0.01%	6818
2016 Q2	$13K	Hold	1,939	–	–	﹤0.01%	6650
2016 Q1	$14K	Sell	1,939 -3,922	-67%	-$29.9K	﹤0.01%	6471
2015 Q4	$52K	Sell	5,861 -2,439	-29%	-$22.7K	﹤0.01%	5782
2015 Q3	$62K	Buy	8,300 +400	+5%	+$2.88K	﹤0.01%	5641
2015 Q2	$54K	Hold	7,900	–	–	﹤0.01%	5951
2015 Q1	$54K	Sell	7,900 -3,284	-29%	-$23.5K	﹤0.01%	5972
2014 Q4	$82K	Buy	+11,184	New	+$82.8K	﹤0.01%	5918

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 Group's SHOR Position: Q3 2017 in Review

UBS Group sold out of ShoreTel, Inc. (SHOR) in Q3 2017, closing a stake of 1,797 shares — an estimated $10K sold.

UBS Group first reported a position in SHOR in Q4 2014 and held it in 11 quarters. The position peaked at $176K in Q4 2016. 2 funds tracked by Wall St. Rank hold SHOR as of Q3 2017.

UBS Group reported no remaining ShoreTel, Inc. position as of Q3 2017 after selling out during the quarter.
UBS Group sold 1,797 ShoreTel, Inc. shares in Q3 2017, an estimated $10K.
UBS Group first reported a position in ShoreTel, Inc. in Q4 2014 and held it in 11 quarters.
UBS Group's ShoreTel, Inc. position peaked at $176K in Q4 2016.
2 funds tracked by Wall St. Rank held ShoreTel, Inc. as of Q3 2017.

Based on UBS Group's 13F filing for Q3 2017, filed 14 Nov 2017.