IA
BSFT

IFP Advisors’s BroadSoft, Inc. BSFT Stock Holding History

IFP 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
-1,394
Closed -$70K – 4342
2017
Q3 		$70K Sell
1,394
-58
-4% -$2.65K ﹤0.01% 1790
2017
Q2 		$63K Buy
1,452
+113
+8% +$4.44K ﹤0.01% 1814
2017
Q1 		$54K Sell
1,339
-40
-3% -$1.7K ﹤0.01% 1886
2016
Q4 		$57K Sell
1,379
-21
-2% -$897 ﹤0.01% 1812
2016
Q3 		$65K Sell
1,400
-5
-0.4% -$223 ﹤0.01% 1652
2016
Q2 		$58K Buy
+1,405
New +$58K ﹤0.01% 1685
2016
Q1 		– Sell
-717
Closed -$25K – 3999
2015
Q4 		$25K Buy
+717
New +$25.3K ﹤0.01% 2047

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

IFP Advisors's BSFT Position: Q4 2017 in Review

IFP Advisors sold out of BroadSoft, Inc. (BSFT) in Q4 2017, closing a stake of 1,394 shares — an estimated $70K sold.

IFP Advisors first reported a position in BSFT in Q4 2015 and held it in 7 quarters. The position peaked at $70K in Q3 2017. 155 funds tracked by Wall St. Rank hold BSFT as of Q4 2017.

  • IFP Advisors reported no remaining BroadSoft, Inc. position as of Q4 2017 after selling out during the quarter.
  • IFP Advisors sold 1,394 BroadSoft, Inc. shares in Q4 2017, an estimated $70K.
  • IFP Advisors first reported a position in BroadSoft, Inc. in Q4 2015 and held it in 7 quarters.
  • IFP Advisors's BroadSoft, Inc. position peaked at $70K in Q3 2017.
  • 155 funds tracked by Wall St. Rank held BroadSoft, Inc. as of Q4 2017.

Based on IFP Advisors's 13F filing for Q4 2017, filed 24 Jan 2018.