US Bancorp’s ShoreTel, Inc. SHOR Stock Holding History

US Bancorp’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	-8,236	Closed	-$48K	–	3719
2017 Q2	$48K	Buy	8,236 +6,739	+450%	+$41.3K	﹤0.01%	2562
2017 Q1	$9K	Buy	+1,497	New	+$10K	﹤0.01%	3080
2016 Q2	–	Sell	-369	Closed	-$3K	–	3723
2016 Q1	$3K	Sell	369 -761	-67%	-$5.81K	﹤0.01%	3333
2015 Q4	$10K	Sell	1,130 -393	-26%	-$3.66K	﹤0.01%	3066
2015 Q3	$11K	Buy	1,523 +9	+0.6%	+$65	﹤0.01%	3075
2015 Q2	$10K	Sell	1,514 -92	-6%	-$639	﹤0.01%	3154
2015 Q1	$11K	Buy	+1,606	New	+$11.5K	﹤0.01%	3118
2014 Q2	–	Sell	-24,715	Closed	-$213K	–	3613
2014 Q1	$213K	Sell	24,715 -2,390	-9%	-$20.6K	﹤0.01%	1749
2013 Q4	$252K	Buy	27,105 +12,365	+84%	+$93.2K	﹤0.01%	1618
2013 Q3	$89K	Buy	+14,740	New	+$70.1K	﹤0.01%	2083

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

US Bancorp's SHOR Position: Q3 2017 in Review

US Bancorp sold out of ShoreTel, Inc. (SHOR) in Q3 2017, closing a stake of 8,236 shares — an estimated $48K sold.

US Bancorp first reported a position in SHOR in Q3 2013 and held it in 10 quarters. The position peaked at $252K in Q4 2013. 2 funds tracked by Wall St. Rank hold SHOR as of Q3 2017.

US Bancorp reported no remaining ShoreTel, Inc. position as of Q3 2017 after selling out during the quarter.
US Bancorp sold 8,236 ShoreTel, Inc. shares in Q3 2017, an estimated $48K.
US Bancorp first reported a position in ShoreTel, Inc. in Q3 2013 and held it in 10 quarters.
US Bancorp's ShoreTel, Inc. position peaked at $252K in Q4 2013.
2 funds tracked by Wall St. Rank held ShoreTel, Inc. as of Q3 2017.

Based on US Bancorp's 13F filing for Q3 2017, filed 13 Nov 2017.