Baldwin Wealth Partners’s BROADCOM CORP CL-A BRCM Stock Holding History

Baldwin Wealth Partners’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	-38,993	Closed	-$2.25M	–	515
2015 Q4	$2.25M	Buy	38,993 +1,223	+3%	+$65.8K	0.37%	65
2015 Q3	$1.94M	Sell	37,770 -453	-1%	-$23.3K	0.33%	65
2015 Q2	$1.97M	Buy	38,223 +12,740	+50%	+$620K	0.29%	76
2015 Q1	$1.1M	Buy	25,483 +24,198	+1,883%	+$1.06M	0.16%	121
2014 Q4	$56K	Hold	1,285	–	–	0.01%	245
2014 Q3	$52K	Buy	+1,285	New	+$49.9K	0.01%	256

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

Baldwin Wealth Partners's BRCM Position: Q1 2016 in Review

Baldwin Wealth Partners sold out of BROADCOM CORP CL-A (BRCM) in Q1 2016, closing a stake of 38,993 shares — an estimated $2.25M sold.

Baldwin Wealth Partners first reported a position in BRCM in Q3 2014 and held it in 6 quarters. The position peaked at $2.25M in Q4 2015. 6 funds tracked by Wall St. Rank hold BRCM as of Q1 2016.

Baldwin Wealth Partners reported no remaining BROADCOM CORP CL-A position as of Q1 2016 after selling out during the quarter.
Baldwin Wealth Partners sold 38,993 BROADCOM CORP CL-A shares in Q1 2016, an estimated $2.25M.
Baldwin Wealth Partners first reported a position in BROADCOM CORP CL-A in Q3 2014 and held it in 6 quarters.
Baldwin Wealth Partners's BROADCOM CORP CL-A position peaked at $2.25M in Q4 2015.
6 funds tracked by Wall St. Rank held BROADCOM CORP CL-A as of Q1 2016.

Based on Baldwin Wealth Partners's 13F filing for Q1 2016, filed 12 May 2016.