Ipswich Investment Management’s BroadSoft, Inc. BSFT Stock Holding History

Ipswich Investment Management’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 Q3	–	Sell	-5,218	Closed	-$225K	–	146
2017 Q2	$225K	Hold	5,218	–	–	0.11%	124
2017 Q1	$210K	Sell	5,218 -400	-7%	-$17K	0.09%	122
2016 Q4	$232K	Hold	5,618	–	–	0.11%	118
2016 Q3	$262K	Hold	5,618	–	–	0.13%	111
2016 Q2	$231K	Hold	5,618	–	–	0.11%	119
2016 Q1	$222K	Buy	+5,618	New	+$190K	0.11%	117
2015 Q4	–	Sell	-12,143	Closed	-$364K	–	147
2015 Q3	$364K	Buy	12,143 +3,530	+41%	+$115K	0.17%	96
2015 Q2	$298K	Hold	8,613	–	–	0.13%	103
2015 Q1	$288K	Hold	8,613	–	–	0.13%	108
2014 Q4	$250K	Buy	+8,613	New	+$218K	0.11%	110
2014 Q3	–	Sell	-16,378	Closed	-$432K	–	149
2014 Q2	$432K	Sell	16,378 -17,282	-51%	-$414K	0.17%	95
2014 Q1	$900K	Sell	33,660 -10,174	-23%	-$293K	0.39%	59
2013 Q4	$1.2M	Sell	43,834 -1,575	-3%	-$46.6K	0.5%	53
2013 Q3	$1.64M	Sell	45,409 -2,879	-6%	-$93.3K	0.74%	48
2013 Q2	$1.33M	Buy	+48,288	New	+$1.29M	0.58%	56

Other funds holding BSFT

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

PCP

P2 Capital Partners New York $210M AUM 1.23% 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

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

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

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

SQN Investors Menlo Park, California $12.8M AUM

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

Ipswich Investment Management's BSFT Position: Q3 2017 in Review

Ipswich Investment Management sold out of BroadSoft, Inc. (BSFT) in Q3 2017, closing a stake of 5,218 shares — an estimated $225K sold.

Ipswich Investment Management first reported a position in BSFT in Q2 2013 and held it in 15 quarters. The position peaked at $1.64M in Q3 2013. 173 funds tracked by Wall St. Rank hold BSFT as of Q3 2017.

Ipswich Investment Management reported no remaining BroadSoft, Inc. position as of Q3 2017 after selling out during the quarter.
Ipswich Investment Management sold 5,218 BroadSoft, Inc. shares in Q3 2017, an estimated $225K.
Ipswich Investment Management first reported a position in BroadSoft, Inc. in Q2 2013 and held it in 15 quarters.
Ipswich Investment Management's BroadSoft, Inc. position peaked at $1.64M in Q3 2013.
173 funds tracked by Wall St. Rank held BroadSoft, Inc. as of Q3 2017.

Based on Ipswich Investment Management's 13F filing for Q3 2017, filed 11 Oct 2017.