YWP
BSFT

YorkBridge Wealth Partners’s BroadSoft, Inc. BSFT Stock Holding History

YorkBridge Wealth 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
Q4 		– Sell
-377
Closed -$19K – 951
2017
Q3 		$19K Sell
377
-80
-18% -$3.65K 0.01% 544
2017
Q2 		$19K Buy
+457
New +$17.9K 0.01% 530

Other funds holding BSFT

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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

YorkBridge Wealth Partners's BSFT Position: Q4 2017 in Review

YorkBridge Wealth Partners sold out of BroadSoft, Inc. (BSFT) in Q4 2017, closing a stake of 377 shares — an estimated $19K sold.

YorkBridge Wealth Partners first reported a position in BSFT in Q2 2017 and held it in 2 quarters. The position peaked at $19K in Q3 2017. 155 funds tracked by Wall St. Rank hold BSFT as of Q4 2017.

  • YorkBridge Wealth Partners reported no remaining BroadSoft, Inc. position as of Q4 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 377 BroadSoft, Inc. shares in Q4 2017, an estimated $19K.
  • YorkBridge Wealth Partners first reported a position in BroadSoft, Inc. in Q2 2017 and held it in 2 quarters.
  • YorkBridge Wealth Partners's BroadSoft, Inc. position peaked at $19K in Q3 2017.
  • 155 funds tracked by Wall St. Rank held BroadSoft, Inc. as of Q4 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2017, filed 12 Feb 2018.