Apriem Advisors’s BROADCOM CORP CL-A BRCM Stock Holding History

Apriem Advisors’s Portfolio BRCM Stock Details BRCM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-200	Closed	-$10K	–	655
2015 Q2	$10K	Buy	+200	New	+$9.74K	﹤0.01%	418
2014 Q1	–	Sell	-600	Closed	-$18K	–	538
2013 Q4	$18K	Hold	600	–	–	0.01%	302
2013 Q3	$16K	Hold	600	–	–	0.01%	304
2013 Q2	$20K	Buy	+600	New	+$20.9K	0.01%	278

Other funds holding BRCM

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Apriem Advisors's BRCM Position: Q3 2015 in Review

Apriem Advisors sold out of BROADCOM CORP CL-A (BRCM) in Q3 2015, closing a stake of 200 shares — an estimated $10K sold.

Apriem Advisors first reported a position in BRCM in Q2 2013 and held it in 4 quarters. The position peaked at $20K in Q2 2013. 594 funds tracked by Wall St. Rank hold BRCM as of Q3 2015.

Apriem Advisors reported no remaining BROADCOM CORP CL-A position as of Q3 2015 after selling out during the quarter.
Apriem Advisors sold 200 BROADCOM CORP CL-A shares in Q3 2015, an estimated $10K.
Apriem Advisors first reported a position in BROADCOM CORP CL-A in Q2 2013 and held it in 4 quarters.
Apriem Advisors's BROADCOM CORP CL-A position peaked at $20K in Q2 2013.
594 funds tracked by Wall St. Rank held BROADCOM CORP CL-A as of Q3 2015.

Based on Apriem Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.