FMA
BSFT

Fiduciary Management Associates’s BroadSoft, Inc. BSFT Stock Holding History

Fiduciary Management Associates’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
2014
Q2 		– Sell
-573,950
Closed -$15.3M – 141
2014
Q1 		$15.3M Buy
573,950
+163,770
+40% +$4.72M 1.02% 67
2013
Q4 		$11.2M Buy
410,180
+27,800
+7% +$822K 0.76% 78
2013
Q3 		$13.8M Buy
+382,380
New +$12.4M 1% 70

Other funds holding BSFT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 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
LI
LMCG Investments Boston, Massachusetts $1.68B AUM 39.32% 1-Year Est. Return

Fiduciary Management Associates's BSFT Position: Q2 2014 in Review

Fiduciary Management Associates sold out of BroadSoft, Inc. (BSFT) in Q2 2014, closing a stake of 573,950 shares — an estimated $15.3M sold.

Fiduciary Management Associates first reported a position in BSFT in Q3 2013 and held it in 3 quarters. The position peaked at $15.3M in Q1 2014. 104 funds tracked by Wall St. Rank hold BSFT as of Q2 2014.

  • Fiduciary Management Associates reported no remaining BroadSoft, Inc. position as of Q2 2014 after selling out during the quarter.
  • Fiduciary Management Associates sold 573,950 BroadSoft, Inc. shares in Q2 2014, an estimated $15.3M.
  • Fiduciary Management Associates first reported a position in BroadSoft, Inc. in Q3 2013 and held it in 3 quarters.
  • Fiduciary Management Associates's BroadSoft, Inc. position peaked at $15.3M in Q1 2014.
  • 104 funds tracked by Wall St. Rank held BroadSoft, Inc. as of Q2 2014.

Based on Fiduciary Management Associates's 13F filing for Q2 2014, filed 31 Jul 2014.