Wasatch Advisors’s ShoreTel, Inc. SHOR Stock Holding History

Wasatch Advisors’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 Q1	–	Sell	-205,000	Closed	-$1.47M	–	387
2016 Q4	$1.47M	Hold	205,000	–	–	0.02%	281
2016 Q3	$1.64M	Hold	205,000	–	–	0.02%	273
2016 Q2	$1.37M	Buy	205,000 +35,000	+21%	+$232K	0.02%	295
2016 Q1	$1.26M	Buy	170,000 +25,000	+17%	+$191K	0.02%	299
2015 Q4	$1.28M	Sell	145,000 -35,000	-19%	-$326K	0.02%	312
2015 Q3	$1.34M	Sell	180,000 -25,000	-12%	-$180K	0.02%	313
2015 Q2	$1.39M	Sell	205,000 -45,000	-18%	-$312K	0.02%	326
2015 Q1	$1.71M	Hold	250,000	–	–	0.02%	307
2014 Q4	$1.84M	Buy	250,000 +30,000	+14%	+$222K	0.02%	319
2014 Q3	$1.46M	Sell	220,000 -100,000	-31%	-$647K	0.02%	337
2014 Q2	$2.09M	Sell	320,000 -85,000	-21%	-$611K	0.02%	319
2014 Q1	$3.48M	Hold	405,000	–	–	0.03%	284
2013 Q4	$3.76M	Hold	405,000	–	–	0.04%	264
2013 Q3	$2.45M	Buy	405,000 +170,000	+72%	+$809K	0.03%	291
2013 Q2	$947K	Buy	+235,000	New	+$910K	0.01%	355

Other funds holding SHOR

Park West Asset Management San Francisco, California $1.13B AUM 47.25% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Renaissance Technologies

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

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Thompson Siegel & Walmsley Richmond, Virginia $5.66B AUM 6.69% 1-Year Est. Return

K2 Principal Fund Toronto, Ontario, Canada $947M AUM 29.56% 1-Year Est. Return

Franklin Resources

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