Mackenzie Financial
BSFT

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

Mackenzie 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
2014
Q1 		– Sell
-65,219
Closed -$1.78M – 683
2013
Q4 		$1.78M Sell
65,219
-737
-1% -$21.8K 0.01% 402
2013
Q3 		$2.38M Sell
65,956
-51,673
-44% -$1.67M 0.01% 361
2013
Q2 		$3.25M Buy
+117,629
New +$3.15M 0.02% 346

Other funds holding BSFT

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Mackenzie Financial's BSFT Position: Q1 2014 in Review

Mackenzie Financial sold out of BroadSoft, Inc. (BSFT) in Q1 2014, closing a stake of 65,219 shares — an estimated $1.78M sold.

Mackenzie Financial first reported a position in BSFT in Q2 2013 and held it in 3 quarters. The position peaked at $3.25M in Q2 2013. 117 funds tracked by Wall St. Rank hold BSFT as of Q1 2014.

  • Mackenzie Financial reported no remaining BroadSoft, Inc. position as of Q1 2014 after selling out during the quarter.
  • Mackenzie Financial sold 65,219 BroadSoft, Inc. shares in Q1 2014, an estimated $1.78M.
  • Mackenzie Financial first reported a position in BroadSoft, Inc. in Q2 2013 and held it in 3 quarters.
  • Mackenzie Financial's BroadSoft, Inc. position peaked at $3.25M in Q2 2013.
  • 117 funds tracked by Wall St. Rank held BroadSoft, Inc. as of Q1 2014.

Based on Mackenzie Financial's 13F filing for Q1 2014, filed 14 May 2014.