Creative Planning
BRCM

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 $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