Jones Financial Companies
BSFT

Jones Financial Companies’s BroadSoft, Inc. BSFT Stock Holding History

Jones Financial Companies’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
2013
Q4 		– Sell
-241
Closed -$9K – 620
2013
Q3 		$9K Hold
241
– – ﹤0.01% 523
2013
Q2 		$7K Buy
+241
New +$6.46K ﹤0.01% 651

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KCM
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Fidelity Investments
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Jennison Associates
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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JP Morgan Chase
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ClearBridge Investments
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VNIM
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Jones Financial Companies's BSFT Position: Q4 2013 in Review

Jones Financial Companies sold out of BroadSoft, Inc. (BSFT) in Q4 2013, closing a stake of 241 shares — an estimated $9K sold.

Jones Financial Companies first reported a position in BSFT in Q2 2013 and held it in 2 quarters. The position peaked at $9K in Q3 2013. 125 funds tracked by Wall St. Rank hold BSFT as of Q4 2013.

  • Jones Financial Companies reported no remaining BroadSoft, Inc. position as of Q4 2013 after selling out during the quarter.
  • Jones Financial Companies sold 241 BroadSoft, Inc. shares in Q4 2013, an estimated $9K.
  • Jones Financial Companies first reported a position in BroadSoft, Inc. in Q2 2013 and held it in 2 quarters.
  • Jones Financial Companies's BroadSoft, Inc. position peaked at $9K in Q3 2013.
  • 125 funds tracked by Wall St. Rank held BroadSoft, Inc. as of Q4 2013.

Based on Jones Financial Companies's 13F filing for Q4 2013, filed 14 Feb 2014.