Concert Wealth Management’s BROADCOM CORP CL-A BRCM Stock Holding History

Concert Wealth Management’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
2014 Q4	–	Sell	-14,700	Closed	-$593K	–	690
2014 Q3	$593K	Buy	+14,700	New	+$571K	0.08%	231
2014 Q2	–	Sell	-14,912	Closed	-$458K	–	594
2014 Q1	$458K	Sell	14,912 -489	-3%	-$14.7K	0.06%	291
2013 Q4	$457K	Buy	+15,401	New	+$419K	0.06%	279
2013 Q3	–	Sell	-16,761	Closed	-$561K	–	549
2013 Q2	$561K	Buy	+16,761	New	+$584K	0.08%	202

Other funds holding BRCM

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Concert Wealth Management's BRCM Position: Q4 2014 in Review

Concert Wealth Management sold out of BROADCOM CORP CL-A (BRCM) in Q4 2014, closing a stake of 14,700 shares — an estimated $593K sold.

Concert Wealth Management first reported a position in BRCM in Q2 2013 and held it in 4 quarters. The position peaked at $593K in Q3 2014. 630 funds tracked by Wall St. Rank hold BRCM as of Q4 2014.

Concert Wealth Management reported no remaining BROADCOM CORP CL-A position as of Q4 2014 after selling out during the quarter.
Concert Wealth Management sold 14,700 BROADCOM CORP CL-A shares in Q4 2014, an estimated $593K.
Concert Wealth Management first reported a position in BROADCOM CORP CL-A in Q2 2013 and held it in 4 quarters.
Concert Wealth Management's BROADCOM CORP CL-A position peaked at $593K in Q3 2014.
630 funds tracked by Wall St. Rank held BROADCOM CORP CL-A as of Q4 2014.

Based on Concert Wealth Management's 13F filing for Q4 2014, filed 11 Feb 2015.