DIA
BSFT

Dana Investment Advisors’s BroadSoft, Inc. BSFT Stock Holding History

Dana Investment Advisors’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
-47,707
Closed -$2.4M – 280
2017
Q3 		$2.4M Sell
47,707
-13,295
-22% -$607K 0.11% 150
2017
Q2 		$2.63M Buy
+61,002
New +$2.4M 0.12% 135

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

Dana Investment Advisors's BSFT Position: Q4 2017 in Review

Dana Investment Advisors sold out of BroadSoft, Inc. (BSFT) in Q4 2017, closing a stake of 47,707 shares — an estimated $2.4M sold.

Dana Investment Advisors first reported a position in BSFT in Q2 2017 and held it in 2 quarters. The position peaked at $2.63M in Q2 2017. 155 funds tracked by Wall St. Rank hold BSFT as of Q4 2017.

  • Dana Investment Advisors reported no remaining BroadSoft, Inc. position as of Q4 2017 after selling out during the quarter.
  • Dana Investment Advisors sold 47,707 BroadSoft, Inc. shares in Q4 2017, an estimated $2.4M.
  • Dana Investment Advisors first reported a position in BroadSoft, Inc. in Q2 2017 and held it in 2 quarters.
  • Dana Investment Advisors's BroadSoft, Inc. position peaked at $2.63M in Q2 2017.
  • 155 funds tracked by Wall St. Rank held BroadSoft, Inc. as of Q4 2017.

Based on Dana Investment Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.