WFG Advisors’s BroadSoft, Inc. BSFT Stock Holding History

WFG 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
2017 Q2	–	Sell	-150	Closed	-$6K	–	1733
2017 Q1	$6K	Sell	150 -800	-84%	-$34K	﹤0.01%	1203
2016 Q4	$39K	Buy	+950	New	+$40.6K	0.01%	772

Other funds holding BSFT

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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 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

WFG Advisors's BSFT Position: Q2 2017 in Review

WFG Advisors sold out of BroadSoft, Inc. (BSFT) in Q2 2017, closing a stake of 150 shares — an estimated $6K sold.

WFG Advisors first reported a position in BSFT in Q4 2016 and held it in 2 quarters. The position peaked at $39K in Q4 2016. 166 funds tracked by Wall St. Rank hold BSFT as of Q2 2017.

WFG Advisors reported no remaining BroadSoft, Inc. position as of Q2 2017 after selling out during the quarter.
WFG Advisors sold 150 BroadSoft, Inc. shares in Q2 2017, an estimated $6K.
WFG Advisors first reported a position in BroadSoft, Inc. in Q4 2016 and held it in 2 quarters.
WFG Advisors's BroadSoft, Inc. position peaked at $39K in Q4 2016.
166 funds tracked by Wall St. Rank held BroadSoft, Inc. as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.