Principal Financial Group
BSFT

Principal Financial Group’s BroadSoft, Inc. BSFT Stock Holding History

Principal Financial Group’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
Q3 		– Sell
-102,300
Closed -$4.2M – 2209
2016
Q2 		$4.2M Sell
102,300
-9,632
-9% -$397K 0.01% 1488
2016
Q1 		$4.52M Buy
111,932
+6,832
+7% +$231K 0.01% 1417
2015
Q4 		$3.72M Buy
105,100
+5,100
+5% +$180K 0.01% 1473
2015
Q3 		$3M Buy
100,000
+300
+0.3% +$9.78K ﹤0.01% 1540
2015
Q2 		$3.45M Buy
+99,700
New +$3.53M 0.01% 1546
2014
Q2 		– Sell
-7,720
Closed -$206K – 2350
2014
Q1 		$206K Sell
7,720
-74
-0.9% -$2.13K ﹤0.01% 2123
2013
Q4 		$213K Hold
7,794
– – ﹤0.01% 2130
2013
Q3 		$281K Sell
7,794
-1,877
-19% -$60.8K ﹤0.01% 1983
2013
Q2 		$267K Buy
+9,671
New +$259K ﹤0.01% 1978

Other funds holding BSFT

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Principal Financial Group's BSFT Position: Q3 2016 in Review

Principal Financial Group sold out of BroadSoft, Inc. (BSFT) in Q3 2016, closing a stake of 102,300 shares — an estimated $4.2M sold.

Principal Financial Group first reported a position in BSFT in Q2 2013 and held it in 9 quarters. The position peaked at $4.52M in Q1 2016. 180 funds tracked by Wall St. Rank hold BSFT as of Q3 2016.

  • Principal Financial Group reported no remaining BroadSoft, Inc. position as of Q3 2016 after selling out during the quarter.
  • Principal Financial Group sold 102,300 BroadSoft, Inc. shares in Q3 2016, an estimated $4.2M.
  • Principal Financial Group first reported a position in BroadSoft, Inc. in Q2 2013 and held it in 9 quarters.
  • Principal Financial Group's BroadSoft, Inc. position peaked at $4.52M in Q1 2016.
  • 180 funds tracked by Wall St. Rank held BroadSoft, Inc. as of Q3 2016.

Based on Principal Financial Group's 13F filing for Q3 2016, filed 10 Nov 2016.