Truist Financial’s BroadSoft, Inc. BSFT Stock Holding History

Truist Financial’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
2013 Q4	–	Sell	-5,750	Closed	-$207K	–	799
2013 Q3	$207K	Buy	+5,750	New	+$186K	0.01%	700

Other funds holding BSFT

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Truist Financial's BSFT Position: Q4 2013 in Review

Truist Financial sold out of BroadSoft, Inc. (BSFT) in Q4 2013, closing a stake of 5,750 shares — an estimated $207K sold.

Truist Financial first reported a position in BSFT in Q3 2013 and held it in 1 quarter. The position peaked at $207K in Q3 2013. 125 funds tracked by Wall St. Rank hold BSFT as of Q4 2013.

Truist Financial reported no remaining BroadSoft, Inc. position as of Q4 2013 after selling out during the quarter.
Truist Financial sold 5,750 BroadSoft, Inc. shares in Q4 2013, an estimated $207K.
Truist Financial first reported a position in BroadSoft, Inc. in Q3 2013 and held it in 1 quarter.
Truist Financial's BroadSoft, Inc. position peaked at $207K in Q3 2013.
125 funds tracked by Wall St. Rank held BroadSoft, Inc. as of Q4 2013.

Based on Truist Financial's 13F filing for Q4 2013, filed 27 Jan 2014.