WVP
SHOR

Worth Venture Partners’s ShoreTel, Inc. SHOR Stock Holding History

Worth Venture Partners’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
-64,024
Closed -$458K – 193
2016
Q4 		$458K Buy
+64,024
New +$458K 0.49% 52

Other funds holding SHOR

PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RC
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
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
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
KPF
K2 Principal Fund Toronto, Ontario, Canada $1.43B AUM 29.56% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Worth Venture Partners's SHOR Position: Q1 2017 in Review

Worth Venture Partners sold out of ShoreTel, Inc. (SHOR) in Q1 2017, closing a stake of 64,024 shares — an estimated $458K sold.

Worth Venture Partners first reported a position in SHOR in Q4 2016 and held it in 1 quarter. The position peaked at $458K in Q4 2016. 142 funds tracked by Wall St. Rank hold SHOR as of Q1 2017.

  • Worth Venture Partners reported no remaining ShoreTel, Inc. position as of Q1 2017 after selling out during the quarter.
  • Worth Venture Partners sold 64,024 ShoreTel, Inc. shares in Q1 2017, an estimated $458K.
  • Worth Venture Partners first reported a position in ShoreTel, Inc. in Q4 2016 and held it in 1 quarter.
  • Worth Venture Partners's ShoreTel, Inc. position peaked at $458K in Q4 2016.
  • 142 funds tracked by Wall St. Rank held ShoreTel, Inc. as of Q1 2017.

Based on Worth Venture Partners's 13F filing for Q1 2017, filed 9 May 2017.