WEC
BSFT

Winslow Evans & Crocker’s BroadSoft, Inc. BSFT Stock Holding History

Winslow Evans & Crocker’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
2014
Q2 		– Sell
-73
Closed -$1.95K – 1345
2014
Q1 		$1.95K Hold
73
– – ﹤0.01% 1173
2013
Q4 		$2K Buy
+73
New +$2.16K ﹤0.01% 1318

Other funds holding BSFT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.68B AUM 39.32% 1-Year Est. Return

Winslow Evans & Crocker's BSFT Position: Q2 2014 in Review

Winslow Evans & Crocker sold out of BroadSoft, Inc. (BSFT) in Q2 2014, closing a stake of 73 shares — an estimated $1.95K sold.

Winslow Evans & Crocker first reported a position in BSFT in Q4 2013 and held it in 2 quarters. The position peaked at $2K in Q4 2013. 104 funds tracked by Wall St. Rank hold BSFT as of Q2 2014.

  • Winslow Evans & Crocker reported no remaining BroadSoft, Inc. position as of Q2 2014 after selling out during the quarter.
  • Winslow Evans & Crocker sold 73 BroadSoft, Inc. shares in Q2 2014, an estimated $1.95K.
  • Winslow Evans & Crocker first reported a position in BroadSoft, Inc. in Q4 2013 and held it in 2 quarters.
  • Winslow Evans & Crocker's BroadSoft, Inc. position peaked at $2K in Q4 2013.
  • 104 funds tracked by Wall St. Rank held BroadSoft, Inc. as of Q2 2014.

Based on Winslow Evans & Crocker's 13F filing for Q2 2014, filed 16 Jul 2014.