AI
BRCM

Atria Investments’s BROADCOM CORP CL-A BRCM Stock Holding History

Atria Investments’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
2013
Q3 		– Sell
-11,750
Closed -$397K – 481
2013
Q2 		$397K Buy
+11,750
New +$409K 0.05% 230

Other funds holding BRCM

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Atria Investments's BRCM Position: Q3 2013 in Review

Atria Investments sold out of BROADCOM CORP CL-A (BRCM) in Q3 2013, closing a stake of 11,750 shares — an estimated $397K sold.

Atria Investments first reported a position in BRCM in Q2 2013 and held it in 1 quarter. The position peaked at $397K in Q2 2013. 524 funds tracked by Wall St. Rank hold BRCM as of Q3 2013.

  • Atria Investments reported no remaining BROADCOM CORP CL-A position as of Q3 2013 after selling out during the quarter.
  • Atria Investments sold 11,750 BROADCOM CORP CL-A shares in Q3 2013, an estimated $397K.
  • Atria Investments first reported a position in BROADCOM CORP CL-A in Q2 2013 and held it in 1 quarter.
  • Atria Investments's BROADCOM CORP CL-A position peaked at $397K in Q2 2013.
  • 524 funds tracked by Wall St. Rank held BROADCOM CORP CL-A as of Q3 2013.

Based on Atria Investments's 13F filing for Q3 2013, filed 28 Oct 2013.