Wells Fargo’s ShoreTel, Inc. SHOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-46,798
| Closed | -$272K | – | 6630 |
|
|
2017
Q2 | $272K | Sell |
46,798
-674
| -1% | -$4.13K | ﹤0.01% | 4593 |
|
|
2017
Q1 | $292K | Buy |
47,472
+1,500
| +3% | +$10.1K | ﹤0.01% | 4586 |
|
|
2016
Q4 | $329K | Buy |
45,972
+21,336
| +87% | +$153K | ﹤0.01% | 4476 |
|
|
2016
Q3 | $197K | Hold |
24,636
| – | – | ﹤0.01% | 4499 |
|
|
2016
Q2 | $165K | Sell |
24,636
-2,466
| -9% | -$16.3K | ﹤0.01% | 4514 |
|
|
2016
Q1 | $201K | Sell |
27,102
-4,655
| -15% | -$35.5K | ﹤0.01% | 4411 |
|
|
2015
Q4 | $281K | Buy |
31,757
+15,131
| +91% | +$141K | ﹤0.01% | 4257 |
|
|
2015
Q3 | $124K | Sell |
16,626
-2,542
| -13% | -$18.3K | ﹤0.01% | 4744 |
|
|
2015
Q2 | $130K | Buy |
19,168
+15,961
| +498% | +$111K | ﹤0.01% | 4872 |
|
|
2015
Q1 | $22K | Buy |
3,207
+307
| +11% | +$2.19K | ﹤0.01% | 5350 |
|
|
2014
Q4 | $21K | Buy |
2,900
+23
| +0.8% | +$170 | ﹤0.01% | 5354 |
|
|
2014
Q3 | $19K | Sell |
2,877
-1,987
| -41% | -$12.8K | ﹤0.01% | 5344 |
|
|
2014
Q2 | $32K | Buy |
4,864
+4,849
| +32,327% | +$34.9K | ﹤0.01% | 5149 |
|
|
2014
Q1 | $0 | Buy |
+15
| New | +$129 | ﹤0.01% | 6228 |
|
|
2013
Q4 | – | Sell |
-1,000
| Closed | -$6K | – | 6077 |
|
|
2013
Q3 | $6K | Buy |
1,000
+780
| +355% | +$3.71K | ﹤0.01% | 5254 |
|
|
2013
Q2 | $1K | Buy |
+220
| New | +$852 | ﹤0.01% | 5499 |
|
Other funds holding SHOR
Wells Fargo's SHOR Position: Q3 2017 in Review
Wells Fargo sold out of ShoreTel, Inc. (SHOR) in Q3 2017, closing a stake of 46,798 shares — an estimated $272K sold.
Wells Fargo first reported a position in SHOR in Q2 2013 and held it in 16 quarters. The position peaked at $329K in Q4 2016. 2 funds tracked by Wall St. Rank hold SHOR as of Q3 2017.
- Wells Fargo reported no remaining ShoreTel, Inc. position as of Q3 2017 after selling out during the quarter.
- Wells Fargo sold 46,798 ShoreTel, Inc. shares in Q3 2017, an estimated $272K.
- Wells Fargo first reported a position in ShoreTel, Inc. in Q2 2013 and held it in 16 quarters.
- Wells Fargo's ShoreTel, Inc. position peaked at $329K in Q4 2016.
- 2 funds tracked by Wall St. Rank held ShoreTel, Inc. as of Q3 2017.
Based on Wells Fargo's 13F filing for Q3 2017, filed 9 Nov 2017.