Engaged Capital’s BroadSoft, Inc. BSFT Stock Holding History

Engaged Capital’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	-163,328	Closed	-$8.21M	–	20
2017 Q3	$8.21M	Buy	163,328 +60,508	+59%	+$2.76M	1.01%	9
2017 Q2	$4.43M	Buy	+102,820	New	+$4.04M	0.66%	10

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

Engaged Capital's BSFT Position: Q4 2017 in Review

Engaged Capital sold out of BroadSoft, Inc. (BSFT) in Q4 2017, closing a stake of 163,328 shares — an estimated $8.21M sold.

Engaged Capital first reported a position in BSFT in Q2 2017 and held it in 2 quarters. The position peaked at $8.21M in Q3 2017. 155 funds tracked by Wall St. Rank hold BSFT as of Q4 2017.

Engaged Capital reported no remaining BroadSoft, Inc. position as of Q4 2017 after selling out during the quarter.
Engaged Capital sold 163,328 BroadSoft, Inc. shares in Q4 2017, an estimated $8.21M.
Engaged Capital first reported a position in BroadSoft, Inc. in Q2 2017 and held it in 2 quarters.
Engaged Capital's BroadSoft, Inc. position peaked at $8.21M in Q3 2017.
155 funds tracked by Wall St. Rank held BroadSoft, Inc. as of Q4 2017.

Based on Engaged Capital's 13F filing for Q4 2017, filed 14 Feb 2018.