| Filed | As-Of/On | Form | Fullname | Fund Class | Shares | Activity | Shares Change | Shares Pct. Change | Hypothetical Old Value | Hypothetical New Value | Hypothetical Value Chg. | Hypotheticals Return |
Hypotheticals Results |
Director |
Other |
Ten Pct |
Officer |
Officer Title |
News Article |
History |
|---|
| 2009-11-20 | 2009-09-30 | N-Q | Oppenheimer Main Street Small Cap Fund - Oppenheimer Main Street Small Cap Fund | Small-Cap Core | | Sold All | -45,010 | -100 % | | | | 4.58 % | $-12,153 | | | | | | News Article | History of Oppenheimer Main Street Small Cap Fund - Oppenheimer Main Street Small Cap Fund Ownership Of Shoretel Inc |
| 2009-11-20 | 2009-09-30 | N-Q | Rs Investment Trust - Rs Value Fund | Multi-Cap Value | 104,880 | Added More | 8,360 | 8.66 % | $617,743 | $646,061 | $28,318 | 4.58 % | $2,257 | | | | | | News Article | History of Rs Investment Trust - Rs Value Fund Ownership Of Shoretel Inc |
| 2009-11-20 | 2009-09-30 | N-Q | Rs Variable Products Trust - Rs Partners Vip Series | Specialty & Misc | 3,860 | Added More | 570 | 17.32 % | $22,735 | $23,778 | $1,042 | 4.58 % | $154 | | | | | | News Article | History of Rs Variable Products Trust - Rs Partners Vip Series Ownership Of Shoretel Inc |
| 2009-11-17 | 2009-09-30 | 13F-HR/A | Amvescap Plc | Institution | 145 | No Change | 0 | 0 % | $892 | $893 | $1 | 0.16 % | $0 | | | | | | News Article | History of Amvescap Plc Ownership Of Shoretel Inc |
| 2009-11-17 | 2009-09-30 | 13F-HR/A | Credit Suisse First Boston | Institution | | Sold All | -48,724 | -100 % | | | | 0.16 % | $-487 | | | | | | News Article | History of Credit Suisse First Boston Ownership Of Shoretel Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | American International Group Inc | Institution | 35,796 | No Change | 0 | 0 % | $224,799 | $220,503 | $-4,296 | -1.91 % | $0 | | | | | | News Article | History of American International Group Inc Ownership Of Shoretel Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Crosslink Capital Inc | Institution | 829,907 | Sold Some | -184,400 | -18.17 % | $5,211,816 | $5,112,227 | $-99,589 | -1.91 % | $22,128 | | | | | | News Article | History of Crosslink Capital Inc Ownership Of Shoretel Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Employees Retirement System Of Texas | Institution | 225,796 | Added More | 20,396 | 9.92 % | $1,417,999 | $1,390,903 | $-27,096 | -1.91 % | $-2,448 | | | | | | News Article | History of Employees Retirement System Of Texas Ownership Of Shoretel Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Fmr Corp | Institution | 227,600 | Added More | 172,700 | 314.57 % | $1,429,328 | $1,402,016 | $-27,312 | -1.91 % | $-20,724 | | | | | | News Article | History of Fmr Corp Ownership Of Shoretel Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Ing Groep Nv | Institution | 18,460 | Added More | 3,210 | 21.04 % | $115,929 | $113,714 | $-2,215 | -1.91 % | $-385 | | | | | | News Article | History of Ing Groep Nv Ownership Of Shoretel Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Morgan Stanley | Institution | 50,808 | New Holding | 50,808 | 100 % | $319,074 | $312,977 | $-6,097 | -1.91 % | $-6,097 | | | | | | News Article | History of Morgan Stanley Ownership Of Shoretel Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Northern Trust Corp | Institution | 434,163 | Added More | 46,040 | 11.86 % | $2,726,544 | $2,674,444 | $-52,100 | -1.91 % | $-5,525 | | | | | | News Article | History of Northern Trust Corp Ownership Of Shoretel Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR/A | Oppenheimer Funds Inc | Institution | 1,200 | Sold Some | -65,981 | -98.21 % | $7,536 | $7,392 | $-144 | -1.91 % | $7,918 | | | | | | News Article | History of Oppenheimer Funds Inc Ownership Of Shoretel Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR/A | Rafferty Asset Management Llc | Institution | 21,407 | Sold Some | -10,312 | -32.51 % | $134,436 | $131,867 | $-2,569 | -1.91 % | $1,237 | | | | | | News Article | History of Rafferty Asset Management Llc Ownership Of Shoretel Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Us Bancorp De | Institution | 3,300 | No Change | 0 | 0 % | $20,724 | $20,328 | $-396 | -1.91 % | $0 | | | | | | News Article | History of Us Bancorp De Ownership Of Shoretel Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Ameriprise Financial Inc | Institution | 15,000 | New Holding | 15,000 | 100 % | $90,000 | $92,400 | $2,400 | 2.66 % | $2,400 | | | | | | News Article | History of Ameriprise Financial Inc Ownership Of Shoretel Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Axa | Institution | 75,595 | Sold Some | -18,985 | -20.07 % | $453,570 | $465,665 | $12,095 | 2.66 % | $-3,038 | | | | | | News Article | History of Axa Ownership Of Shoretel Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Barclays Plc | Institution | 255 | Sold Some | -82 | -24.33 % | $1,530 | $1,571 | $41 | 2.66 % | $-13 | | | | | | News Article | History of Barclays Plc Ownership Of Shoretel Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Bnp Paribas Arbitrage Sa | Institution | 15,556 | New Holding | 15,556 | 100 % | $93,336 | $95,825 | $2,489 | 2.66 % | $2,489 | | | | | | News Article | History of Bnp Paribas Arbitrage Sa Ownership Of Shoretel Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Gartmore Mutual Fund Capital Trust | Institution | 248 | Sold Some | -31,352 | -99.21 % | $1,488 | $1,528 | $40 | 2.66 % | $-5,016 | | | | | | News Article | History of Gartmore Mutual Fund Capital Trust Ownership Of Shoretel Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Geode Capital Management Llc | Institution | 33,580 | No Change | 0 | 0 % | $201,480 | $206,853 | $5,373 | 2.66 % | $0 | | | | | | News Article | History of Geode Capital Management Llc Ownership Of Shoretel Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Goldman Sachs Group Inc | Institution | 615,276 | Sold Some | -98,569 | -13.80 % | $3,691,656 | $3,790,100 | $98,444 | 2.66 % | $-15,771 | | | | | | News Article | History of Goldman Sachs Group Inc Ownership Of Shoretel Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Lord Abbett And Co Llc | Institution | 249,500 | Added More | 24,600 | 10.93 % | $1,497,000 | $1,536,920 | $39,920 | 2.66 % | $3,936 | | | | | | News Article | History of Lord Abbett And Co Llc Ownership Of Shoretel Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Price T Rowe Associates Inc | Institution | 631,600 | Added More | 60,300 | 10.55 % | $3,789,600 | $3,890,656 | $101,056 | 2.66 % | $9,648 | | | | | | News Article | History of Price T Rowe Associates Inc Ownership Of Shoretel Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Rbc Dain Rauscher Inc | Institution | 7,288 | New Holding | 7,288 | 100 % | $43,728 | $44,894 | $1,166 | 2.66 % | $1,166 | | | | | | News Article | History of Rbc Dain Rauscher Inc Ownership Of Shoretel Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Renaissance Technologies Corp | Institution | 30,300 | Added More | 16,100 | 113.38 % | $181,800 | $186,648 | $4,848 | 2.66 % | $2,576 | | | | | | News Article | History of Renaissance Technologies Corp Ownership Of Shoretel Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Spark Lp | Institution | | Sold All | -18,300 | -100 % | | | | 2.66 % | $-2,928 | | | | | | News Article | History of Spark Lp Ownership Of Shoretel Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Vanguard Group Inc | Institution | 1,397,698 | Added More | 80,336 | 6.09 % | $8,386,188 | $8,609,820 | $223,632 | 2.66 % | $12,854 | | | | | | News Article | History of Vanguard Group Inc Ownership Of Shoretel Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Barclays Global Investors Uk Holdings Ltd | Institution | 1,482,856 | Added More | 126,288 | 9.30 % | $8,986,107 | $9,134,393 | $148,286 | 1.65 % | $12,629 | | | | | | News Article | History of Barclays Global Investors Uk Holdings Ltd Ownership Of Shoretel Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Cortina Asset Management Llc | Institution | 803,088 | New Holding | 803,088 | 100 % | $4,866,713 | $4,947,022 | $80,309 | 1.65 % | $80,309 | | | | | | News Article | History of Cortina Asset Management Llc Ownership Of Shoretel Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR/A | Ing Investment Management Co | Institution | 18,460 | Added More | 3,210 | 21.04 % | $111,868 | $113,714 | $1,846 | 1.65 % | $321 | | | | | | News Article | History of Ing Investment Management Co Ownership Of Shoretel Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Merrill Lynch And Co Inc | Institution | 1,000 | Sold Some | -7,795 | -88.62 % | $6,060 | $6,160 | $100 | 1.65 % | $-780 | | | | | | News Article | History of Merrill Lynch And Co Inc Ownership Of Shoretel Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Mfc Global Investment Management Usa Ltd | Institution | 44,617 | Added More | 3,002 | 7.21 % | $270,379 | $274,841 | $4,462 | 1.65 % | $300 | | | | | | News Article | History of Mfc Global Investment Management Usa Ltd Ownership Of Shoretel Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Padco Advisors Ii Inc | Institution | 1,559 | Added More | 112 | 7.74 % | $9,448 | $9,603 | $156 | 1.65 % | $11 | | | | | | News Article | History of Padco Advisors Ii Inc Ownership Of Shoretel Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Padco Advisors Inc | Institution | 1,958 | Added More | 773 | 65.23 % | $11,865 | $12,061 | $196 | 1.65 % | $77 | | | | | | News Article | History of Padco Advisors Inc Ownership Of Shoretel Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Rs Investment Management Co Llc | Institution | 108,740 | Sold Some | -1,160 | -1.05 % | $658,964 | $669,838 | $10,874 | 1.65 % | $-116 | | | | | | News Article | History of Rs Investment Management Co Llc Ownership Of Shoretel Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Stafford Asset Management Llc | No Data | | Sold All | -12,270 | -100 % | | | | 1.65 % | $-1,227 | | | | | | News Article | History of Stafford Asset Management Llc Ownership Of Shoretel Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Susquehanna International Group Llp | Institution | | Sold All | -2,234 | -100 % | | | | 1.65 % | $-223 | | | | | | News Article | History of Susquehanna International Group Llp Ownership Of Shoretel Inc |
| 2009-11-10 | 2009-09-30 | 13F-HR | J P Morgan Chase And Co | Institution | 11,286 | New Holding | 11,286 | 100 % | $69,409 | $69,522 | $113 | 0.16 % | $113 | | | | | | News Article | History of J P Morgan Chase And Co Ownership Of Shoretel Inc |
| 2009-11-10 | 2009-09-30 | 13F-HR | Ubs Ag | Institution | 2,558 | Added More | 1,808 | 241.06 % | $15,732 | $15,757 | $26 | 0.16 % | $18 | | | | | | News Article | History of Ubs Ag Ownership Of Shoretel Inc |
| 2009-11-09 | 2009-09-30 | 13F-HR | State Of Wisconsin Investment Board | Institution | 163,690 | No Change | 0 | 0 % | $1,016,515 | $1,008,330 | $-8,185 | -0.80 % | $0 | | | | | | News Article | History of State Of Wisconsin Investment Board Ownership Of Shoretel Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Metropolitan Life Insurance Co | Institution | 40,192 | No Change | 0 | 0 % | $251,602 | $247,583 | $-4,019 | -1.59 % | $0 | | | | | | News Article | History of Metropolitan Life Insurance Co Ownership Of Shoretel Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Pnc Financial Services Group Inc | Institution | 300 | No Change | 0 | 0 % | $1,878 | $1,848 | $-30 | -1.59 % | $0 | | | | | | News Article | History of Pnc Financial Services Group Inc Ownership Of Shoretel Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Teachers Advisors Inc | Institution | 37,856 | No Change | 0 | 0 % | $236,979 | $233,193 | $-3,786 | -1.59 % | $0 | | | | | | News Article | History of Teachers Advisors Inc Ownership Of Shoretel Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Tiaa Cref Investment Management Llc | Institution | 268,662 | No Change | 0 | 0 % | $1,681,824 | $1,654,958 | $-26,866 | -1.59 % | $0 | | | | | | News Article | History of Tiaa Cref Investment Management Llc Ownership Of Shoretel Inc |
| 2009-11-06 | 2009-08-31 | N-CSR | John Hancock Funds Ii - Growth Fund | Large-Cap Growth | 2,515 | New Holding | 2,515 | 100 % | $15,744 | $15,492 | $-252 | -1.59 % | $-252 | | | | | | News Article | History of John Hancock Funds Ii - Growth Fund Ownership Of Shoretel Inc |
| 2009-11-06 | 2009-08-31 | N-CSR | John Hancock Funds Ii - Small Cap Index Fund | Small-Cap Core | 5,022 | New Holding | 5,022 | 100 % | $31,438 | $30,936 | $-502 | -1.59 % | $-502 | | | | | | News Article | History of John Hancock Funds Ii - Small Cap Index Fund Ownership Of Shoretel Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Parametric Portfolio Associates | Institution | 10,529 | New Holding | 10,529 | 100 % | $64,437 | $64,859 | $421 | 0.65 % | $421 | | | | | | News Article | History of Parametric Portfolio Associates Ownership Of Shoretel Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Proshare Advisors Llc | Institution | 11,719 | Sold Some | -5,648 | -32.52 % | $71,720 | $72,189 | $469 | 0.65 % | $-226 | | | | | | News Article | History of Proshare Advisors Llc Ownership Of Shoretel Inc |
| 2009-11-02 | 2009-08-31 | N-CSRS | Fidelity Select Portfolios - Communications Equipment Portfolio | Specialty & Misc | 114,396 | New Holding | 114,396 | 100 % | $773,317 | $704,679 | $-68,638 | -8.87 % | $-68,638 | | | | | | News Article | History of Fidelity Select Portfolios - Communications Equipment Portfolio Ownership Of Shoretel Inc |
| 2009-11-02 | 2009-08-31 | N-CSRS | Fidelity Select Portfolios - Industrials Portfolio | Specialty & Misc | | Sold All | -43,196 | -100 % | | | | -8.87 % | $25,918 | | | | | | News Article | History of Fidelity Select Portfolios - Industrials Portfolio Ownership Of Shoretel Inc |
| 2009-10-30 | 2009-08-31 | N-Q | Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index Tracking Stock | Specialty & Misc | 2,706 | No Compare | | | $17,778 | $16,669 | $-1,109 | -6.24 % | | | | | | | News Article | History of Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index Tracking Stock Ownership Of Shoretel Inc |
| 2009-10-29 | 2009-09-30 | 13F-HR | Dimensional Fund Advisors Inc | Institution | 464,627 | Added More | 82,994 | 21.74 % | $3,229,158 | $2,862,102 | $-367,055 | -11.36 % | $-65,565 | | | | | | News Article | History of Dimensional Fund Advisors Inc Ownership Of Shoretel Inc |
| 2009-10-29 | 2009-08-31 | N-Q | Usaa Mutual Funds Trust - Cornerstone Strategy Fund | Specialty & Misc | 3,600 | Added More | 1,100 | 44.00 % | $25,020 | $22,176 | $-2,844 | -11.36 % | $-869 | | | | | | News Article | History of Usaa Mutual Funds Trust - Cornerstone Strategy Fund Ownership Of Shoretel Inc |
| 2009-10-29 | 2009-08-31 | N-Q | Usaa Mutual Funds Trust - Growth Fund | Multi-Cap Growth | | Sold All | -700 | -100 % | | | | -11.36 % | $553 | | | | | | News Article | History of Usaa Mutual Funds Trust - Growth Fund Ownership Of Shoretel Inc |
| 2009-10-29 | 2009-08-31 | N-Q | Valic Co I - Small Cap Index Fund | Small-Cap Core | 35,796 | New Holding | 35,796 | 100 % | $248,782 | $220,503 | $-28,279 | -11.36 % | $-28,279 | | | | | | News Article | History of Valic Co I - Small Cap Index Fund Ownership Of Shoretel Inc |
| 2009-10-22 | 2009-09-30 | 13F-HR | Blackrock Inc | No Data | | Sold All | -1,550 | -100 % | | | | -13.23 % | $1,457 | | | | | | News Article | History of Blackrock Inc Ownership Of Shoretel Inc |
| 2009-10-22 | 2009-09-30 | 13F-HR | Blackrock Investment Management Llc | Institution | 106,151 | Added More | 39,888 | 60.19 % | $753,672 | $653,890 | $-99,782 | -13.23 % | $-37,495 | | | | | | News Article | History of Blackrock Investment Management Llc Ownership Of Shoretel Inc |
| 2009-10-21 | 2009-09-30 | 13F-HR | Bank Of New York Mellon Corp | Institution | 117,057 | Sold Some | -19,165 | -14.06 % | $791,305 | $721,071 | $-70,234 | -8.87 % | $11,499 | | | | | | News Article | History of Bank Of New York Mellon Corp Ownership Of Shoretel Inc |
| 2009-10-21 | 2009-09-30 | 13F-HR | State Board Of Administration Of Florida Retirement System | Institution | 50,090 | Added More | 15,303 | 43.99 % | $338,608 | $308,554 | $-30,054 | -8.87 % | $-9,182 | | | | | | News Article | History of State Board Of Administration Of Florida Retirement System Ownership Of Shoretel Inc |
| 2009-10-19 | 2009-09-30 | 13F-HR | Strs Ohio | Institution | 32,700 | No Change | 0 | 0 % | $236,748 | $201,432 | $-35,316 | -14.91 % | $0 | | | | | | News Article | History of Strs Ohio Ownership Of Shoretel Inc |
| 2009-10-15 | 2009-09-30 | 13F-HR | Public Employees Retirement System Of Ohio | Institution | 53,936 | No Change | 0 | 0 % | $400,205 | $332,246 | $-67,959 | -16.98 % | $0 | | | | | | News Article | History of Public Employees Retirement System Of Ohio Ownership Of Shoretel Inc |
| 2009-10-08 | 2009-09-30 | 13F-HR | Rhumbline Advisers | Institution | 62,382 | Added More | 1,800 | 2.97 % | $491,570 | $384,273 | $-107,297 | -21.82 % | $-3,096 | | | | | | News Article | History of Rhumbline Advisers Ownership Of Shoretel Inc |
| 2009-10-07 | 2009-07-31 | N-CSR | Fidelity Advisor Series Vii - Fidelity Advisor Communications Equipment Fund | Specialty & Misc | 4,608 | New Holding | 4,608 | 100 % | $36,956 | $28,385 | $-8,571 | -23.19 % | $-8,571 | | | | | | News Article | History of Fidelity Advisor Series Vii - Fidelity Advisor Communications Equipment Fund Ownership Of Shoretel Inc |
| 2009-10-07 | 2009-07-31 | N-CSR | Profunds - Bull Profund | Large-Cap Core | 2,120 | Added More | 1,050 | 98.13 % | $17,002 | $13,059 | $-3,943 | -23.19 % | $-1,953 | | | | | | News Article | History of Profunds - Bull Profund Ownership Of Shoretel Inc |
| 2009-10-02 | 2009-07-31 | N-CSR | Usaa Mutual Funds Trust - Growth Fund | Multi-Cap Growth | 700 | New Holding | 700 | 100 % | $5,292 | $4,312 | $-980 | -18.51 % | $-980 | | | | | | News Article | History of Usaa Mutual Funds Trust - Growth Fund Ownership Of Shoretel Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Dfa Investment Dimensions Group Inc - International Core Equity Portfolio | International Small-Mid-Cap Value | 71,908 | Added More | 60,308 | 519.89 % | $559,444 | $442,953 | $-116,491 | -20.82 % | $-97,699 | | | | | | News Article | History of Dfa Investment Dimensions Group Inc - International Core Equity Portfolio Ownership Of Shoretel Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Dfa Investment Dimensions Group Inc - International Vector Equity Portfolio | No Data | 18,977 | Added More | 2,057 | 12.15 % | $147,641 | $116,898 | $-30,743 | -20.82 % | $-3,332 | | | | | | News Article | History of Dfa Investment Dimensions Group Inc - International Vector Equity Portfolio Ownership Of Shoretel Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Dfa Investment Dimensions Group Inc - Us Sustainability Core 1 Portfolio | No Data | 600 | No Change | 0 | 0 % | $4,668 | $3,696 | $-972 | -20.82 % | $0 | | | | | | News Article | History of Dfa Investment Dimensions Group Inc - Us Sustainability Core 1 Portfolio Ownership Of Shoretel Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Goldman Sachs Trust - Goldman Sachs Structured International Equity Fund | Gold Oriented | | Sold All | -14,129 | -100 % | | | | -20.82 % | $22,889 | | | | | | News Article | History of Goldman Sachs Trust - Goldman Sachs Structured International Equity Fund Ownership Of Shoretel Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Jnl Investors Series Trust - Jackson Perspective Index 5 Fund | Specialty & Misc | 670 | No Change | 0 | 0 % | $5,213 | $4,127 | $-1,085 | -20.82 % | $0 | | | | | | News Article | History of Jnl Investors Series Trust - Jackson Perspective Index 5 Fund Ownership Of Shoretel Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Managers Trust I - Managers Fremont Global Fund | Global Flex Port | 60,900 | Added More | 39,300 | 181.94 % | $473,802 | $375,144 | $-98,658 | -20.82 % | $-63,666 | | | | | | News Article | History of Managers Trust I - Managers Fremont Global Fund Ownership Of Shoretel Inc |
| 2009-09-28 | 2009-07-31 | N-Q | Dryden Small Cap Core Equity Fund Inc - Dryden Small Cap Core Equity Fund Inc | Small-Cap Core | 2,900 | New Holding | 2,900 | 100 % | $22,446 | $17,864 | $-4,582 | -20.41 % | $-4,582 | | | | | | News Article | History of Dryden Small Cap Core Equity Fund Inc - Dryden Small Cap Core Equity Fund Inc Ownership Of Shoretel Inc |
| 2009-09-28 | 2009-07-31 | N-Q | Lord Abbett Securities Trust - Lord Abbett Micro Cap Growth Fund | Multi-Cap Growth | 95,200 | New Holding | 95,200 | 100 % | $736,848 | $586,432 | $-150,416 | -20.41 % | $-150,416 | | | | | | News Article | History of Lord Abbett Securities Trust - Lord Abbett Micro Cap Growth Fund Ownership Of Shoretel Inc |
| 2009-09-28 | 2009-07-31 | N-Q | Massmutual Premier Funds - Massmutual Premier Main Street Small Cap Fund | Small-Cap Core | | Sold All | -1,510 | -100 % | | | | -20.41 % | $2,386 | | | | | | News Article | History of Massmutual Premier Funds - Massmutual Premier Main Street Small Cap Fund Ownership Of Shoretel Inc |
| 2009-09-28 | 2009-07-31 | N-Q | Massmutual Premier Funds - Massmutual Premier Small Company Opportunities Fund | Small-Cap Core | | Sold All | -2,700 | -100 % | | | | -20.41 % | $4,266 | | | | | | News Article | History of Massmutual Premier Funds - Massmutual Premier Small Company Opportunities Fund Ownership Of Shoretel Inc |
| 2009-09-28 | 2009-07-31 | N-Q | Old Westbury Funds Inc - International Fund | International Multi-Cap Core | 100 | New Holding | 100 | 100 % | $774 | $616 | $-158 | -20.41 % | $-158 | | | | | | News Article | History of Old Westbury Funds Inc - International Fund Ownership Of Shoretel Inc |
| 2009-09-28 | 2009-07-31 | N-Q | Powershares Exchange Traded Fund Trust - Powershares Dynamic Small Cap Growth Portfolio | Small-Cap Growth | 290 | New Holding | 290 | 100 % | $2,245 | $1,786 | $-458 | -20.41 % | $-458 | | | | | | News Article | History of Powershares Exchange Traded Fund Trust - Powershares Dynamic Small Cap Growth Portfolio Ownership Of Shoretel Inc |
| 2009-09-25 | 2009-07-31 | N-Q | Direxion Shares Etf Trust - Direxion Daily Small Cap Bull 3x Shares | No Data | 26,875 | New Holding | 26,875 | 100 % | $199,950 | $165,550 | $-34,400 | -17.20 % | $-34,400 | | | | | | News Article | History of Direxion Shares Etf Trust - Direxion Daily Small Cap Bull 3x Shares Ownership Of Shoretel Inc |
| 2009-09-17 | 2009-07-31 | N-Q | Rydex Etf Trust - Rydex Inverse Russell 2000 Etf | Specialty & Misc | 950 | New Holding | 950 | 100 % | $6,916 | $5,852 | $-1,064 | -15.38 % | $-1,064 | | | | | | News Article | History of Rydex Etf Trust - Rydex Inverse Russell 2000 Etf Ownership Of Shoretel Inc |
| 2009-09-11 | 2009-06-30 | 13F-HR/A | Barclays Global Investors Uk Holdings Ltd | Institution | 1,356,568 | Added More | 79,665 | 6.23 % | $9,468,845 | $8,356,459 | $-1,112,386 | -11.74 % | $-65,325 | | | | | | News Article | History of Barclays Global Investors Uk Holdings Ltd Ownership Of Shoretel Inc |
| 2009-09-08 | 2009-06-30 | N-CSRS | Rydex Series Funds - Banking Fund | Financial Services | 1,185 | Sold Some | -209 | -14.99 % | $8,141 | $7,300 | $-841 | -10.33 % | $148 | | | | | | News Article | History of Rydex Series Funds - Banking Fund Ownership Of Shoretel Inc |
| 2009-09-08 | 2009-06-30 | N-CSRS | Rydex Variable Trust - Biotechnology Fund | Health/Biotech | 567 | Added More | 212 | 59.71 % | $3,895 | $3,493 | $-403 | -10.33 % | $-151 | | | | | | News Article | History of Rydex Variable Trust - Biotechnology Fund Ownership Of Shoretel Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Advanced Series Trust - Ast Global Allocation Portfolio | Global Flex Port | 1,000 | New Holding | 1,000 | 100 % | $6,510 | $6,160 | $-350 | -5.37 % | $-350 | | | | | | News Article | History of Advanced Series Trust - Ast Global Allocation Portfolio Ownership Of Shoretel Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Axa Premier Vip Trust - Multimanager Small Cap Growth Portfolio | Small-Cap Growth | 24,600 | Sold Some | -3,000 | -10.86 % | $160,146 | $151,536 | $-8,610 | -5.37 % | $1,050 | | | | | | News Article | History of Axa Premier Vip Trust - Multimanager Small Cap Growth Portfolio Ownership Of Shoretel Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Axa Premier Vip Trust - Multimanager Small Cap Value Portfolio | Small-Cap Value | | Sold All | -9,800 | -100 % | | | | -5.37 % | $3,430 | | | | | | News Article | History of Axa Premier Vip Trust - Multimanager Small Cap Value Portfolio Ownership Of Shoretel Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Eq Advisors Trust - Eqalliancebernstein Small Cap Growth Portfolio | Small-Cap Growth | 29,380 | Added More | 9,480 | 47.63 % | $191,264 | $180,981 | $-10,283 | -5.37 % | $-3,318 | | | | | | News Article | History of Eq Advisors Trust - Eqalliancebernstein Small Cap Growth Portfolio Ownership Of Shoretel Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Eq Advisors Trust - Eqalliancebernstein Value Portfolio | Multi-Cap Value | 7,600 | New Holding | 7,600 | 100 % | $49,476 | $46,816 | $-2,660 | -5.37 % | $-2,660 | | | | | | News Article | History of Eq Advisors Trust - Eqalliancebernstein Value Portfolio Ownership Of Shoretel Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Eq Advisors Trust - Eqbond Index Portfolio | Specialty & Misc | 65,100 | Added More | 25,100 | 62.75 % | $423,801 | $401,016 | $-22,785 | -5.37 % | $-8,785 | | | | | | News Article | History of Eq Advisors Trust - Eqbond Index Portfolio Ownership Of Shoretel Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Profunds - Bull Profund | Large-Cap Core | 1,070 | New Holding | 1,070 | 100 % | $6,966 | $6,591 | $-375 | -5.37 % | $-375 | | | | | | News Article | History of Profunds - Bull Profund Ownership Of Shoretel Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Sun Capital Advisers Trust - Sc Oppenheimer Main Street Small Cap Fund | Small-Cap Core | 2,030 | Sold Some | -870 | -30.00 % | $13,215 | $12,505 | $-711 | -5.37 % | $305 | | | | | | News Article | History of Sun Capital Advisers Trust - Sc Oppenheimer Main Street Small Cap Fund Ownership Of Shoretel Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Vanguard Institutional Index Funds - Vanguard Institutional Index Fund | Specialty & Misc | 16,180 | New Holding | 16,180 | 100 % | $105,332 | $99,669 | $-5,663 | -5.37 % | $-5,663 | | | | | | News Article | History of Vanguard Institutional Index Funds - Vanguard Institutional Index Fund Ownership Of Shoretel Inc |
| 2009-09-03 | 2009-06-30 | N-CSRS | Goldman Sachs Trust - Goldman Sachs Structured International Equity Fund | Gold Oriented | 14,129 | New Holding | 14,129 | 100 % | | $87,035 | | - % | | | | | | | News Article | History of Goldman Sachs Trust - Goldman Sachs Structured International Equity Fund Ownership Of Shoretel Inc |
| 2009-09-03 | 2009-06-30 | N-CSRS | Mml Series Investment Fund Ii - Mml Small Cap Equity Fund | Small-Cap Core | 1,470 | Added More | 20 | 1.37 % | | $9,055 | | - % | | | | | | | News Article | History of Mml Series Investment Fund Ii - Mml Small Cap Equity Fund Ownership Of Shoretel Inc |
| 2009-09-03 | 2009-06-30 | N-CSRS | Pacific Select Fund - Pd Small-Cap Growth Index Portfolio | No Data | 794 | No Compare | | | | $4,891 | | - % | | | | | | | News Article | History of Pacific Select Fund - Pd Small-Cap Growth Index Portfolio Ownership Of Shoretel Inc |
| 2009-09-03 | 2009-06-30 | N-CSRS | Pacific Select Fund - Small-Cap Index Portfolio | No Data | 23,460 | Sold Some | -2,200 | -8.57 % | | $144,514 | | - % | | | | | | | News Article | History of Pacific Select Fund - Small-Cap Index Portfolio Ownership Of Shoretel Inc |
| 2009-09-03 | 2009-06-30 | N-CSR | Streettracks Series Trust - Spdr Dividend Etf | Specialty & Misc | 3,210 | Added More | 321 | 11.11 % | | $19,774 | | - % | | | | | | | News Article | History of Streettracks Series Trust - Spdr Dividend Etf Ownership Of Shoretel Inc |
| 2009-09-01 | 2009-06-30 | 13F-HR/A | Amvescap Plc | Institution | 145 | Sold Some | -145 | -50.00 % | $876 | $893 | $17 | 1.98 % | $-17 | | | | | | News Article | History of Amvescap Plc Ownership Of Shoretel Inc |
| 2009-09-01 | 2009-06-30 | 13F-HR/A | Fmr Corp | Institution | 54,900 | New Holding | 54,900 | 100 % | $331,596 | $338,184 | $6,588 | 1.98 % | $6,588 | | | | | | News Article | History of Fmr Corp Ownership Of Shoretel Inc |
| 2009-09-01 | 2009-06-30 | N-CSRS | Rs Investment Trust - Rs Value Fund | Multi-Cap Value | 96,520 | Added More | 2,180 | 2.31 % | $582,981 | $594,563 | $11,582 | 1.98 % | $262 | | | | | | News Article | History of Rs Investment Trust - Rs Value Fund Ownership Of Shoretel Inc |
| 2009-09-01 | 2009-06-30 | N-CSRS | Rs Variable Products Trust - Rs Partners Vip Series | Specialty & Misc | 3,290 | Added More | 1,180 | 55.92 % | $19,872 | $20,266 | $395 | 1.98 % | $142 | | | | | | News Article | History of Rs Variable Products Trust - Rs Partners Vip Series Ownership Of Shoretel Inc |
| 2009-08-31 | 2009-06-30 | N-CSRS | Tiaa Cref Life Fund - Stock Index Fund | Specialty & Misc | 495 | No Change | 0 | 0 % | $3,119 | $3,049 | $-69 | -2.22 % | $0 | | | | | | News Article | History of Tiaa Cref Life Fund - Stock Index Fund Ownership Of Shoretel Inc |
| 2009-08-28 | 2009-06-30 | N-Q | Ishares Trust - Ishares Russell 2000 Growth Index Fund | Multi-Cap Growth | 312,877 | Added More | 64,547 | 25.99 % | $2,036,829 | $1,927,322 | $-109,507 | -5.37 % | $-22,591 | | | | | | News Article | History of Ishares Trust - Ishares Russell 2000 Growth Index Fund Ownership Of Shoretel Inc |
| 2009-08-28 | 2009-06-30 | N-Q | Ishares Trust - Ishares Russell 2000 Index Fund | Specialty & Misc | 535,636 | Added More | 5,213 | 0.98 % | $3,486,990 | $3,299,518 | $-187,473 | -5.37 % | $-1,825 | | | | | | News Article | History of Ishares Trust - Ishares Russell 2000 Index Fund Ownership Of Shoretel Inc |
| 2009-08-28 | 2009-06-30 | N-Q | Ishares Trust - Ishares Russell 2000 Value Index Fund | Multi-Cap Value | | Sold All | -51,554 | -100 % | | | | -5.37 % | $18,044 | | | | | | News Article | History of Ishares Trust - Ishares Russell 2000 Value Index Fund Ownership Of Shoretel Inc |
| 2009-08-28 | 2009-06-30 | N-Q | Ishares Trust - Ishares Russell 3000 Growth Index Fund | Multi-Cap Growth | 2,819 | Added More | 440 | 18.49 % | $18,352 | $17,365 | $-987 | -5.37 % | $-154 | | | | | | News Article | History of Ishares Trust - Ishares Russell 3000 Growth Index Fund Ownership Of Shoretel Inc |
| 2009-08-28 | 2009-06-30 | N-Q | Ishares Trust - Ishares Russell 3000 Index Fund | Specialty & Misc | 13,214 | Added More | 4,443 | 50.65 % | $86,023 | $81,398 | $-4,625 | -5.37 % | $-1,555 | | | | | | News Article | History of Ishares Trust - Ishares Russell 3000 Index Fund Ownership Of Shoretel Inc |
| 2009-08-28 | 2009-06-30 | N-Q | Ishares Trust - Ishares Russell 3000 Value Index Fund | Multi-Cap Value | | Sold All | -273 | -100 % | | | | -5.37 % | $96 | | | | | | News Article | History of Ishares Trust - Ishares Russell 3000 Value Index Fund Ownership Of Shoretel Inc |
| 2009-08-28 | 2009-06-30 | N-Q | Ishares Trust - Ishares Russell Microcap Index Fund | Specialty & Misc | 72,734 | Added More | 11,997 | 19.75 % | $473,498 | $448,041 | $-25,457 | -5.37 % | $-4,199 | | | | | | News Article | History of Ishares Trust - Ishares Russell Microcap Index Fund Ownership Of Shoretel Inc |
| 2009-08-28 | 2009-06-30 | 13F-HR/A | Wells Fargo And Co | Institution | | Sold All | -33,907 | -100 % | | | | -5.37 % | $11,867 | | | | | | News Article | History of Wells Fargo And Co Ownership Of Shoretel Inc |
| 2009-08-27 | 2009-06-30 | N-Q | Tiaa Cref Institutional Mutual Funds - Equity Index Fund | Specialty & Misc | 29,862 | Added More | 16,130 | 117.46 % | $201,270 | $183,950 | $-17,320 | -8.60 % | $-9,355 | | | | | | News Article | History of Tiaa Cref Institutional Mutual Funds - Equity Index Fund Ownership Of Shoretel Inc |
| 2009-08-27 | 2009-06-30 | N-Q | Tiaa Cref Institutional Mutual Funds - Growth Equity Fund | Multi-Cap Growth | | Sold All | -13,257 | -100 % | | | | -8.60 % | $7,689 | | | | | | News Article | History of Tiaa Cref Institutional Mutual Funds - Growth Equity Fund Ownership Of Shoretel Inc |
| 2009-08-27 | 2009-06-30 | N-CSRS | Vanguard Index Funds - Vanguard Extended Market Index Fund | Mid-Cap Core | 101,339 | New Holding | 101,339 | 100 % | $683,025 | $624,248 | $-58,777 | -8.60 % | $-58,777 | | | | | | News Article | History of Vanguard Index Funds - Vanguard Extended Market Index Fund Ownership Of Shoretel Inc |
| 2009-08-27 | 2009-06-30 | N-CSRS | Vanguard Index Funds - Vanguard Growth Index Fund | Large-Cap Growth | 337,613 | New Holding | 337,613 | 100 % | $2,275,512 | $2,079,696 | $-195,816 | -8.60 % | $-195,816 | | | | | | News Article | History of Vanguard Index Funds - Vanguard Growth Index Fund Ownership Of Shoretel Inc |
| 2009-08-27 | 2009-06-30 | N-CSRS | Vanguard Index Funds - Vanguard Total Stock Market Index Fund | Multi-Cap Core | 261,638 | Added More | 29,727 | 12.81 % | $1,763,440 | $1,611,690 | $-151,750 | -8.60 % | $-17,242 | | | | | | News Article | History of Vanguard Index Funds - Vanguard Total Stock Market Index Fund Ownership Of Shoretel Inc |
| 2009-08-27 | 2008-06-30 | N-CSRS | Vanguard Balanced Index Funds - Vanguard Balanced Index Fund | Mixed-Asset Target Allocation Growth | 13,014 | New Holding | 13,014 | 100 % | $87,714 | $80,166 | $-7,548 | -8.60 % | $-7,548 | | | | | | News Article | History of Vanguard Balanced Index Funds - Vanguard Balanced Index Fund Ownership Of Shoretel Inc |
| 2009-08-26 | 2009-06-30 | 13F-HR/A | Crosslink Capital Inc | Institution | 1,014,307 | Sold Some | -10,000 | -0.97 % | $6,968,289 | $6,248,131 | $-720,158 | -10.33 % | $7,100 | | | | | | News Article | History of Crosslink Capital Inc Ownership Of Shoretel Inc |
| 2009-08-24 | 2009-06-30 | N-CSRS | Oppenheimer Variable Account Funds - Oppenheimer Main Street Fundva | Specialty & Misc | 10,500 | New Holding | 10,500 | 100 % | $72,030 | $64,680 | $-7,350 | -10.20 % | $-7,350 | | | | | | News Article | History of Oppenheimer Variable Account Funds - Oppenheimer Main Street Fundva Ownership Of Shoretel Inc |