WP
BSFT

WealthSource Partners’s BroadSoft, Inc. BSFT Stock Holding History

WealthSource Partners’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
Q2 		– Sell
-6,285
Closed -$253K – 327
2017
Q1 		$253K Buy
6,285
+735
+13% +$31.3K 0.09% 219
2016
Q4 		$229K Buy
+5,550
New +$237K 0.1% 200

Other funds holding BSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

WealthSource Partners's BSFT Position: Q2 2017 in Review

WealthSource Partners sold out of BroadSoft, Inc. (BSFT) in Q2 2017, closing a stake of 6,285 shares — an estimated $253K sold.

WealthSource Partners first reported a position in BSFT in Q4 2016 and held it in 2 quarters. The position peaked at $253K in Q1 2017. 166 funds tracked by Wall St. Rank hold BSFT as of Q2 2017.

  • WealthSource Partners reported no remaining BroadSoft, Inc. position as of Q2 2017 after selling out during the quarter.
  • WealthSource Partners sold 6,285 BroadSoft, Inc. shares in Q2 2017, an estimated $253K.
  • WealthSource Partners first reported a position in BroadSoft, Inc. in Q4 2016 and held it in 2 quarters.
  • WealthSource Partners's BroadSoft, Inc. position peaked at $253K in Q1 2017.
  • 166 funds tracked by Wall St. Rank held BroadSoft, Inc. as of Q2 2017.

Based on WealthSource Partners's 13F filing for Q2 2017, filed 16 Aug 2017.