Burt Wealth Advisors’s BROADCOM CORP CL-A BRCM Stock Holding History

Burt 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	-132	Closed	-$7K	–	740
2015 Q4	$7K	Hold	132	–	–	0.01%	338
2015 Q3	$6K	Hold	132	–	–	0.01%	302
2015 Q2	$6K	Hold	132	–	–	0.01%	311
2015 Q1	$6K	Hold	132	–	–	0.01%	284
2014 Q4	$6K	Buy	+132	New	+$5.41K	0.01%	272

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

Burt Wealth Advisors's BRCM Position: Q1 2016 in Review

Burt Wealth Advisors sold out of BROADCOM CORP CL-A (BRCM) in Q1 2016, closing a stake of 132 shares — an estimated $7K sold.

Burt Wealth Advisors first reported a position in BRCM in Q4 2014 and held it in 5 quarters. The position peaked at $7K in Q4 2015. 6 funds tracked by Wall St. Rank hold BRCM as of Q1 2016.

Burt Wealth Advisors reported no remaining BROADCOM CORP CL-A position as of Q1 2016 after selling out during the quarter.
Burt Wealth Advisors sold 132 BROADCOM CORP CL-A shares in Q1 2016, an estimated $7K.
Burt Wealth Advisors first reported a position in BROADCOM CORP CL-A in Q4 2014 and held it in 5 quarters.
Burt Wealth Advisors'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 Burt Wealth Advisors's 13F filing for Q1 2016, filed 25 Apr 2016.