SSG
BSFT

Summit Securities Group’s BroadSoft, Inc. BSFT Stock Holding History

Summit Securities 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
-5,796
Closed -$238K – 316
2016
Q2 		$238K Buy
+5,796
New +$239K 0.13% 167

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

Summit Securities Group's BSFT Position: Q3 2016 in Review

Summit Securities Group sold out of BroadSoft, Inc. (BSFT) in Q3 2016, closing a stake of 5,796 shares — an estimated $238K sold.

Summit Securities Group first reported a position in BSFT in Q2 2016 and held it in 1 quarter. The position peaked at $238K in Q2 2016. 180 funds tracked by Wall St. Rank hold BSFT as of Q3 2016.

  • Summit Securities Group reported no remaining BroadSoft, Inc. position as of Q3 2016 after selling out during the quarter.
  • Summit Securities Group sold 5,796 BroadSoft, Inc. shares in Q3 2016, an estimated $238K.
  • Summit Securities Group first reported a position in BroadSoft, Inc. in Q2 2016 and held it in 1 quarter.
  • Summit Securities Group's BroadSoft, Inc. position peaked at $238K in Q2 2016.
  • 180 funds tracked by Wall St. Rank held BroadSoft, Inc. as of Q3 2016.

Based on Summit Securities Group's 13F filing for Q3 2016, filed 7 Nov 2016.