Zacks Investment Management’s ShoreTel, Inc. SHOR Stock Holding History

Zacks Investment Management’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
2016 Q2	–	Sell	-66,739	Closed	-$497K	–	761
2016 Q1	$497K	Buy	66,739 +3,674	+6%	+$28K	0.02%	450
2015 Q4	$558K	Buy	63,065 +17,132	+37%	+$159K	0.02%	401
2015 Q3	$343K	Buy	+45,933	New	+$331K	0.01%	490
2014 Q3	–	Sell	-38,288	Closed	-$250K	–	802
2014 Q2	$250K	Buy	38,288 +10,262	+37%	+$73.8K	0.01%	618
2014 Q1	$241K	Sell	28,026 -10,792	-28%	-$93.1K	0.01%	587
2013 Q4	$360K	Buy	+38,818	New	+$293K	0.01%	499

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

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

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

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

TSW

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

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

BFA

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Zacks Investment Management's SHOR Position: Q2 2016 in Review

Zacks Investment Management sold out of ShoreTel, Inc. (SHOR) in Q2 2016, closing a stake of 66,739 shares — an estimated $497K sold.

Zacks Investment Management first reported a position in SHOR in Q4 2013 and held it in 6 quarters. The position peaked at $558K in Q4 2015. 127 funds tracked by Wall St. Rank hold SHOR as of Q2 2016.

Zacks Investment Management reported no remaining ShoreTel, Inc. position as of Q2 2016 after selling out during the quarter.
Zacks Investment Management sold 66,739 ShoreTel, Inc. shares in Q2 2016, an estimated $497K.
Zacks Investment Management first reported a position in ShoreTel, Inc. in Q4 2013 and held it in 6 quarters.
Zacks Investment Management's ShoreTel, Inc. position peaked at $558K in Q4 2015.
127 funds tracked by Wall St. Rank held ShoreTel, Inc. as of Q2 2016.

Based on Zacks Investment Management's 13F filing for Q2 2016, filed 15 Aug 2016.