VHAM
BSFT

Van Hulzen Asset Management’s BroadSoft, Inc. BSFT Stock Holding History

Van Hulzen Asset Management’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
-3,160
Closed -$147K – 174
2016
Q3 		$147K Buy
+3,160
New +$141K 0.08% 129

Other funds holding BSFT

Wellington Management Group
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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

Van Hulzen Asset Management's BSFT Position: Q4 2016 in Review

Van Hulzen Asset Management sold out of BroadSoft, Inc. (BSFT) in Q4 2016, closing a stake of 3,160 shares — an estimated $147K sold.

Van Hulzen Asset Management first reported a position in BSFT in Q3 2016 and held it in 1 quarter. The position peaked at $147K in Q3 2016. 166 funds tracked by Wall St. Rank hold BSFT as of Q4 2016.

  • Van Hulzen Asset Management reported no remaining BroadSoft, Inc. position as of Q4 2016 after selling out during the quarter.
  • Van Hulzen Asset Management sold 3,160 BroadSoft, Inc. shares in Q4 2016, an estimated $147K.
  • Van Hulzen Asset Management first reported a position in BroadSoft, Inc. in Q3 2016 and held it in 1 quarter.
  • Van Hulzen Asset Management's BroadSoft, Inc. position peaked at $147K in Q3 2016.
  • 166 funds tracked by Wall St. Rank held BroadSoft, Inc. as of Q4 2016.

Based on Van Hulzen Asset Management's 13F filing for Q4 2016, filed 6 Feb 2017.