APSP
BRCM

Asset Planning Services (Pennsylvania)’s BROADCOM CORP CL-A BRCM Stock Holding History

Asset Planning Services (Pennsylvania)’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
2016
Q1 		– Sell
-125
Closed -$7K – 270
2015
Q4 		$7K Hold
125
– – 0.01% 185
2015
Q3 		$6K Buy
+125
New +$6.43K 0.01% 186

Other funds holding BRCM

HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
MAM
Mizuho Asset Management Tokyo, Japan $462M AUM 15.39% 1-Year Est. Return
FBC
Fairfield, Bush & Co Darien, Connecticut $180M AUM 39.51% 1-Year Est. Return
WBC
Westpac Banking Corp Sydney, Australia $1.44B AUM 28.5% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s BRCM Position: Q1 2016 in Review

Asset Planning Services (Pennsylvania) sold out of BROADCOM CORP CL-A (BRCM) in Q1 2016, closing a stake of 125 shares — an estimated $7K sold.

Asset Planning Services (Pennsylvania) first reported a position in BRCM in Q3 2015 and held it in 2 quarters. The position peaked at $7K in Q4 2015. 6 funds tracked by Wall St. Rank hold BRCM as of Q1 2016.

  • Asset Planning Services (Pennsylvania) reported no remaining BROADCOM CORP CL-A position as of Q1 2016 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 125 BROADCOM CORP CL-A shares in Q1 2016, an estimated $7K.
  • Asset Planning Services (Pennsylvania) first reported a position in BROADCOM CORP CL-A in Q3 2015 and held it in 2 quarters.
  • Asset Planning Services (Pennsylvania)'s BROADCOM CORP CL-A position peaked at $7K in Q4 2015.
  • 6 funds tracked by Wall St. Rank held BROADCOM CORP CL-A as of Q1 2016.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q1 2016, filed 13 Jan 2017.