Creative Planning’s BROADCOM CORP CL-A BRCM Stock Holding History

Creative Planning’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	-6,779	Closed	-$392K	–	4780
2015 Q4	$392K	Sell	6,779 -3,141	-32%	-$169K	﹤0.01%	874
2015 Q3	$510K	Buy	+9,920	New	+$510K	﹤0.01%	738
2015 Q2	–	Sell	-7,056	Closed	-$305K	–	3936
2015 Q1	$305K	Sell	7,056 -824	-10%	-$35.9K	﹤0.01%	983
2014 Q4	$341K	Buy	7,880 +2,777	+54%	+$114K	﹤0.01%	879
2014 Q3	$206K	Buy	5,103 +931	+22%	+$36.2K	﹤0.01%	1045
2014 Q2	$155K	Sell	4,172 -32,015	-88%	-$1.05M	﹤0.01%	1175
2014 Q1	$1.14M	Buy	36,187 +13,449	+59%	+$405K	0.02%	329
2013 Q4	$674K	Buy	22,738 +6,457	+40%	+$176K	0.01%	435
2013 Q3	$424K	Buy	16,281 +12,670	+351%	+$358K	0.01%	494
2013 Q2	$122K	Buy	+3,611	New	+$126K	﹤0.01%	882

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

Creative Planning's BRCM Position: Q1 2016 in Review

Creative Planning sold out of BROADCOM CORP CL-A (BRCM) in Q1 2016, closing a stake of 6,779 shares — an estimated $392K sold.

Creative Planning first reported a position in BRCM in Q2 2013 and held it in 10 quarters. The position peaked at $1.14M in Q1 2014. 6 funds tracked by Wall St. Rank hold BRCM as of Q1 2016.

Creative Planning reported no remaining BROADCOM CORP CL-A position as of Q1 2016 after selling out during the quarter.
Creative Planning sold 6,779 BROADCOM CORP CL-A shares in Q1 2016, an estimated $392K.
Creative Planning first reported a position in BROADCOM CORP CL-A in Q2 2013 and held it in 10 quarters.
Creative Planning's BROADCOM CORP CL-A position peaked at $1.14M in Q1 2014.
6 funds tracked by Wall St. Rank held BROADCOM CORP CL-A as of Q1 2016.

Based on Creative Planning's 13F filing for Q1 2016, filed 8 Apr 2016.