LPL Financial’s BroadSoft, Inc. BSFT Stock Holding History

LPL Financial’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
2016 Q4	–	Sell	-10,550	Closed	-$494K	–	2834
2016 Q3	$494K	Sell	10,550 -514	-5%	-$22.9K	﹤0.01%	1729
2016 Q2	$453K	Buy	+11,064	New	+$457K	﹤0.01%	1762

Other funds holding BSFT

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

LPL Financial's BSFT Position: Q4 2016 in Review

LPL Financial sold out of BroadSoft, Inc. (BSFT) in Q4 2016, closing a stake of 10,550 shares — an estimated $494K sold.

LPL Financial first reported a position in BSFT in Q2 2016 and held it in 2 quarters. The position peaked at $494K in Q3 2016. 166 funds tracked by Wall St. Rank hold BSFT as of Q4 2016.

LPL Financial reported no remaining BroadSoft, Inc. position as of Q4 2016 after selling out during the quarter.
LPL Financial sold 10,550 BroadSoft, Inc. shares in Q4 2016, an estimated $494K.
LPL Financial first reported a position in BroadSoft, Inc. in Q2 2016 and held it in 2 quarters.
LPL Financial's BroadSoft, Inc. position peaked at $494K in Q3 2016.
166 funds tracked by Wall St. Rank held BroadSoft, Inc. as of Q4 2016.

Based on LPL Financial's 13F filing for Q4 2016, filed 13 Feb 2017.