Simon Quick Advisors’s BroadSoft, Inc. BSFT Stock Holding History

Simon Quick Advisors’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
2017 Q3	–	Sell	-405	Closed	-$17K	–	552
2017 Q2	$17K	Buy	+405	New	+$15.9K	0.01%	205

Other funds holding BSFT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PCP

P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

SQN Investors Menlo Park, California $12.8M AUM

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

WRF

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

Simon Quick Advisors's BSFT Position: Q3 2017 in Review

Simon Quick Advisors sold out of BroadSoft, Inc. (BSFT) in Q3 2017, closing a stake of 405 shares — an estimated $17K sold.

Simon Quick Advisors first reported a position in BSFT in Q2 2017 and held it in 1 quarter. The position peaked at $17K in Q2 2017. 173 funds tracked by Wall St. Rank hold BSFT as of Q3 2017.

Simon Quick Advisors reported no remaining BroadSoft, Inc. position as of Q3 2017 after selling out during the quarter.
Simon Quick Advisors sold 405 BroadSoft, Inc. shares in Q3 2017, an estimated $17K.
Simon Quick Advisors first reported a position in BroadSoft, Inc. in Q2 2017 and held it in 1 quarter.
Simon Quick Advisors's BroadSoft, Inc. position peaked at $17K in Q2 2017.
173 funds tracked by Wall St. Rank held BroadSoft, Inc. as of Q3 2017.

Based on Simon Quick Advisors's 13F filing for Q3 2017, filed 6 Nov 2017.