Creative Planning
BSFT

Creative Planning’s BroadSoft, Inc. BSFT Stock Holding History

Creative Planning’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
Q3 		– Sell
-1,200
Closed -$52K – 4481
2017
Q2 		$52K Buy
1,200
+1,165
+3,329% +$45.8K ﹤0.01% 2485
2017
Q1 		$1K Buy
+35
New +$1.49K ﹤0.01% 4585
2016
Q3 		– Sell
-94
Closed -$4K – 4851
2016
Q2 		$4K Buy
+94
New +$3.88K ﹤0.01% 3819
2016
Q1 		– Sell
-19
Closed -$1K – 4695
2015
Q4 		$1K Hold
19
– – ﹤0.01% 4323
2015
Q3 		$1K Buy
+19
New +$619 ﹤0.01% 4214
2015
Q2 		– Sell
-400
Closed -$13K – 3681
2015
Q1 		$13K Buy
+400
New +$12K ﹤0.01% 3050

Other funds holding BSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
SI
SQN Investors Menlo Park, California $12.8M AUM
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Creative Planning's BSFT Position: Q3 2017 in Review

Creative Planning sold out of BroadSoft, Inc. (BSFT) in Q3 2017, closing a stake of 1,200 shares — an estimated $52K sold.

Creative Planning first reported a position in BSFT in Q1 2015 and held it in 6 quarters. The position peaked at $52K in Q2 2017. 173 funds tracked by Wall St. Rank hold BSFT as of Q3 2017.

  • Creative Planning reported no remaining BroadSoft, Inc. position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 1,200 BroadSoft, Inc. shares in Q3 2017, an estimated $52K.
  • Creative Planning first reported a position in BroadSoft, Inc. in Q1 2015 and held it in 6 quarters.
  • Creative Planning's BroadSoft, Inc. position peaked at $52K in Q2 2017.
  • 173 funds tracked by Wall St. Rank held BroadSoft, Inc. as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.