TWA
BSFT

TCI Wealth Advisors’s BroadSoft, Inc. BSFT Stock Holding History

TCI Wealth 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
2016
Q4 		– Sell
-36
Closed -$2K – 1510
2016
Q3 		$2K Buy
+36
New +$1.61K ﹤0.01% 1049

Other funds holding BSFT

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

TCI Wealth Advisors's BSFT Position: Q4 2016 in Review

TCI Wealth Advisors sold out of BroadSoft, Inc. (BSFT) in Q4 2016, closing a stake of 36 shares — an estimated $2K sold.

TCI Wealth Advisors first reported a position in BSFT in Q3 2016 and held it in 1 quarter. The position peaked at $2K in Q3 2016. 166 funds tracked by Wall St. Rank hold BSFT as of Q4 2016.

  • TCI Wealth Advisors reported no remaining BroadSoft, Inc. position as of Q4 2016 after selling out during the quarter.
  • TCI Wealth Advisors sold 36 BroadSoft, Inc. shares in Q4 2016, an estimated $2K.
  • TCI Wealth Advisors first reported a position in BroadSoft, Inc. in Q3 2016 and held it in 1 quarter.
  • TCI Wealth Advisors's BroadSoft, Inc. position peaked at $2K in Q3 2016.
  • 166 funds tracked by Wall St. Rank held BroadSoft, Inc. as of Q4 2016.

Based on TCI Wealth Advisors's 13F filing for Q4 2016, filed 10 Feb 2017.