CAW
BSFT

Cornerstone Advisors (Washington)’s BroadSoft, Inc. BSFT Stock Holding History

Cornerstone Advisors (Washington)’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
-528
Closed -$27K – 937
2017
Q3 		$27K Sell
528
-158
-23% -$7.21K 0.02% 417
2017
Q2 		$30K Hold
686
– – 0.02% 396
2017
Q1 		$28K Hold
686
– – 0.02% 407
2016
Q4 		$28K Hold
686
– – 0.02% 396
2016
Q3 		$32K Hold
686
– – 0.03% 351
2016
Q2 		$28K Buy
686
+172
+33% +$7.1K 0.03% 233
2016
Q1 		$21K Buy
514
+123
+31% +$4.17K 0.02% 282
2015
Q4 		$14K Hold
391
– – 0.02% 387
2015
Q3 		$12K Buy
+391
New +$12.7K 0.01% 419

Other funds holding BSFT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
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

Cornerstone Advisors (Washington)'s BSFT Position: Q4 2017 in Review

Cornerstone Advisors (Washington) sold out of BroadSoft, Inc. (BSFT) in Q4 2017, closing a stake of 528 shares — an estimated $27K sold.

Cornerstone Advisors (Washington) first reported a position in BSFT in Q3 2015 and held it in 9 quarters. The position peaked at $32K in Q3 2016. 155 funds tracked by Wall St. Rank hold BSFT as of Q4 2017.

  • Cornerstone Advisors (Washington) reported no remaining BroadSoft, Inc. position as of Q4 2017 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 528 BroadSoft, Inc. shares in Q4 2017, an estimated $27K.
  • Cornerstone Advisors (Washington) first reported a position in BroadSoft, Inc. in Q3 2015 and held it in 9 quarters.
  • Cornerstone Advisors (Washington)'s BroadSoft, Inc. position peaked at $32K in Q3 2016.
  • 155 funds tracked by Wall St. Rank held BroadSoft, Inc. as of Q4 2017.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q4 2017, filed 25 Jan 2018.