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 -$100 – 2568
2014
Q4 		$100 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 $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