FineMark National Bank & Trust’s BroadSoft, Inc. BSFT Stock Holding History

FineMark National Bank & Trust’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 Q1	–	Sell	-757	Closed	-$31K	–	1204
2016 Q4	$31K	Hold	757	–	–	﹤0.01%	731
2016 Q3	$35K	Hold	757	–	–	﹤0.01%	695
2016 Q2	$31K	Hold	757	–	–	﹤0.01%	730
2016 Q1	$31K	Hold	757	–	–	﹤0.01%	703
2015 Q4	$27K	Hold	757	–	–	﹤0.01%	761
2015 Q3	$23K	Buy	+757	New	+$24.7K	﹤0.01%	823

Other funds holding BSFT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

FineMark National Bank & Trust's BSFT Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of BroadSoft, Inc. (BSFT) in Q1 2017, closing a stake of 757 shares — an estimated $31K sold.

FineMark National Bank & Trust first reported a position in BSFT in Q3 2015 and held it in 6 quarters. The position peaked at $35K in Q3 2016. 168 funds tracked by Wall St. Rank hold BSFT as of Q1 2017.

FineMark National Bank & Trust reported no remaining BroadSoft, Inc. position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 757 BroadSoft, Inc. shares in Q1 2017, an estimated $31K.
FineMark National Bank & Trust first reported a position in BroadSoft, Inc. in Q3 2015 and held it in 6 quarters.
FineMark National Bank & Trust's BroadSoft, Inc. position peaked at $35K in Q3 2016.
168 funds tracked by Wall St. Rank held BroadSoft, Inc. as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.