NIM
BSFT

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

Needham 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
2014
Q3 		– Sell
-10,000
Closed -$264K – 126
2014
Q2 		$264K Hold
10,000
– – 0.06% 110
2014
Q1 		$267K Sell
10,000
-2,000
-17% -$57.6K 0.06% 105
2013
Q4 		$328K Buy
+12,000
New +$355K 0.07% 107

Other funds holding BSFT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
SCPM
Sagard Capital Partners Management New York $46.7M AUM 23.43% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return

Needham Investment Management's BSFT Position: Q3 2014 in Review

Needham Investment Management sold out of BroadSoft, Inc. (BSFT) in Q3 2014, closing a stake of 10,000 shares — an estimated $264K sold.

Needham Investment Management first reported a position in BSFT in Q4 2013 and held it in 3 quarters. The position peaked at $328K in Q4 2013. 105 funds tracked by Wall St. Rank hold BSFT as of Q3 2014.

  • Needham Investment Management reported no remaining BroadSoft, Inc. position as of Q3 2014 after selling out during the quarter.
  • Needham Investment Management sold 10,000 BroadSoft, Inc. shares in Q3 2014, an estimated $264K.
  • Needham Investment Management first reported a position in BroadSoft, Inc. in Q4 2013 and held it in 3 quarters.
  • Needham Investment Management's BroadSoft, Inc. position peaked at $328K in Q4 2013.
  • 105 funds tracked by Wall St. Rank held BroadSoft, Inc. as of Q3 2014.

Based on Needham Investment Management's 13F filing for Q3 2014, filed 14 Nov 2014.