BRWA
BRCM

B. Riley Wealth Advisors’s BROADCOM CORP CL-A BRCM Stock Holding History

B. Riley Wealth 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
2016
Q1 		– Sell
-4,285
Closed -$249K – 638
2015
Q4 		$249K Sell
4,285
-94
-2% -$5.06K 0.05% 422
2015
Q3 		$226K Buy
+4,379
New +$225K 0.05% 437
2015
Q1 		– Sell
-2,299
Closed -$100K – 2568
2014
Q4 		$100K Buy
+2,299
New +$94.2K ﹤0.01% 1733
2014
Q3 		– Sell
-1,593
Closed -$59.1K – 2367
2014
Q2 		$59.1K Sell
1,593
-1,289
-45% -$42.2K 0.01% 959
2014
Q1 		$91K Buy
2,882
+31
+1% +$933 0.03% 640
2013
Q4 		$85K Sell
2,851
-830
-23% -$22.6K 0.03% 583
2013
Q3 		$96K Buy
+3,681
New +$104K 0.03% 550

Other funds holding BRCM

HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
MAM
Mizuho Asset Management Tokyo, Japan $462M AUM 15.39% 1-Year Est. Return
FBC
Fairfield, Bush & Co Darien, Connecticut $203M AUM 38.37% 1-Year Est. Return
WBC
Westpac Banking Corp Sydney, Australia $1.62B AUM 39.13% 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 $20.6B AUM 59.59% 1-Year Est. Return

B. Riley Wealth Advisors's BRCM Position: Q1 2016 in Review

B. Riley Wealth Advisors sold out of BROADCOM CORP CL-A (BRCM) in Q1 2016, closing a stake of 4,285 shares — an estimated $249K sold.

B. Riley Wealth Advisors first reported a position in BRCM in Q3 2013 and held it in 7 quarters. The position peaked at $249K in Q4 2015. 6 funds tracked by Wall St. Rank hold BRCM as of Q1 2016.

  • B. Riley Wealth Advisors reported no remaining BROADCOM CORP CL-A position as of Q1 2016 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 4,285 BROADCOM CORP CL-A shares in Q1 2016, an estimated $249K.
  • B. Riley Wealth Advisors first reported a position in BROADCOM CORP CL-A in Q3 2013 and held it in 7 quarters.
  • B. Riley Wealth Advisors's BROADCOM CORP CL-A position peaked at $249K in Q4 2015.
  • 6 funds tracked by Wall St. Rank held BROADCOM CORP CL-A as of Q1 2016.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2016, filed 16 May 2016.