Atria Investments’s BroadSoft, Inc. BSFT Stock Holding History

Atria Investments’s Portfolio BSFT Stock Details BSFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-5,241	Closed	-$264K	–	901
2017 Q3	$264K	Sell	5,241 -1,070	-17%	-$48.9K	0.01%	640
2017 Q2	$272K	Sell	6,311 -73	-1%	-$2.87K	0.02%	599
2017 Q1	$257K	Buy	6,384 +227	+4%	+$9.66K	0.02%	575
2016 Q4	$254K	Buy	+6,157	New	+$263K	0.02%	528

Other funds holding BSFT

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PCP

P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return

Atria Investments's BSFT Position: Q4 2017 in Review

Atria Investments sold out of BroadSoft, Inc. (BSFT) in Q4 2017, closing a stake of 5,241 shares — an estimated $264K sold.

Atria Investments first reported a position in BSFT in Q4 2016 and held it in 4 quarters. The position peaked at $272K in Q2 2017. 155 funds tracked by Wall St. Rank hold BSFT as of Q4 2017.

Atria Investments reported no remaining BroadSoft, Inc. position as of Q4 2017 after selling out during the quarter.
Atria Investments sold 5,241 BroadSoft, Inc. shares in Q4 2017, an estimated $264K.
Atria Investments first reported a position in BroadSoft, Inc. in Q4 2016 and held it in 4 quarters.
Atria Investments's BroadSoft, Inc. position peaked at $272K in Q2 2017.
155 funds tracked by Wall St. Rank held BroadSoft, Inc. as of Q4 2017.

Based on Atria Investments's 13F filing for Q4 2017, filed 16 Jan 2018.