Waddell & Reed Financial’s ShoreTel, Inc. SHOR Stock Holding History

Waddell & Reed Financial’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
2015 Q2	–	Sell	-695,600	Closed	-$4.74M	–	630
2015 Q1	$4.74M	Hold	695,600	–	–	0.01%	501
2014 Q4	$5.11M	Buy	695,600 +81,150	+13%	+$600K	0.01%	482
2014 Q3	$4.09M	Sell	614,450 -371,170	-38%	-$2.4M	0.01%	499
2014 Q2	$6.43M	Sell	985,620 -148,260	-13%	-$1.07M	0.01%	484
2014 Q1	$9.75M	Buy	1,133,880 +334,910	+42%	+$2.89M	0.01%	427
2013 Q4	$7.41M	Buy	+798,970	New	+$6.02M	0.01%	459

Other funds holding SHOR

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

PWAM

Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

BFA

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Waddell & Reed Financial's SHOR Position: Q2 2015 in Review

Waddell & Reed Financial sold out of ShoreTel, Inc. (SHOR) in Q2 2015, closing a stake of 695,600 shares — an estimated $4.74M sold.

Waddell & Reed Financial first reported a position in SHOR in Q4 2013 and held it in 6 quarters. The position peaked at $9.75M in Q1 2014. 134 funds tracked by Wall St. Rank hold SHOR as of Q2 2015.

Waddell & Reed Financial reported no remaining ShoreTel, Inc. position as of Q2 2015 after selling out during the quarter.
Waddell & Reed Financial sold 695,600 ShoreTel, Inc. shares in Q2 2015, an estimated $4.74M.
Waddell & Reed Financial first reported a position in ShoreTel, Inc. in Q4 2013 and held it in 6 quarters.
Waddell & Reed Financial's ShoreTel, Inc. position peaked at $9.75M in Q1 2014.
134 funds tracked by Wall St. Rank held ShoreTel, Inc. as of Q2 2015.

Based on Waddell & Reed Financial's 13F filing for Q2 2015, filed 14 Aug 2015.