WAM
BSFT

Wealthspire Advisors (Maryland)’s BroadSoft, Inc. BSFT Stock Holding History

Wealthspire Advisors (Maryland)’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
Q4 		– Sell
-1,059
Closed -$53K – 2639
2017
Q3 		$53K Sell
1,059
-80
-7% -$3.65K 0.01% 963
2017
Q2 		$49K Sell
1,139
-78
-6% -$3.06K 0.01% 958
2017
Q1 		$49K Buy
1,217
+250
+26% +$10.6K 0.01% 809
2016
Q4 		$40K Buy
967
+131
+16% +$5.6K 0.01% 838
2016
Q3 		$39K Buy
836
+54
+7% +$2.41K 0.01% 855
2016
Q2 		$32K Buy
782
+100
+15% +$4.13K 0.01% 853
2016
Q1 		$28K Buy
682
+113
+20% +$3.83K ﹤0.01% 861
2015
Q4 		$20K Buy
+569
New +$20.1K ﹤0.01% 978

Other funds holding BSFT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BSFT Position: Q4 2017 in Review

Wealthspire Advisors (Maryland) sold out of BroadSoft, Inc. (BSFT) in Q4 2017, closing a stake of 1,059 shares — an estimated $53K sold.

Wealthspire Advisors (Maryland) first reported a position in BSFT in Q4 2015 and held it in 8 quarters. The position peaked at $53K in Q3 2017. 155 funds tracked by Wall St. Rank hold BSFT as of Q4 2017.

  • Wealthspire Advisors (Maryland) reported no remaining BroadSoft, Inc. position as of Q4 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,059 BroadSoft, Inc. shares in Q4 2017, an estimated $53K.
  • Wealthspire Advisors (Maryland) first reported a position in BroadSoft, Inc. in Q4 2015 and held it in 8 quarters.
  • Wealthspire Advisors (Maryland)'s BroadSoft, Inc. position peaked at $53K in Q3 2017.
  • 155 funds tracked by Wall St. Rank held BroadSoft, Inc. as of Q4 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2017, filed 7 Feb 2018.