EWM
BRCM

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

Elite 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
2013
Q4 		– Sell
-11,404
Closed -$297K – 941
2013
Q3 		$297K Buy
11,404
+9,213
+420% +$260K 0.26% 59
2013
Q2 		$74K Buy
+2,191
New +$76.3K 0.11% 101

Other funds holding BRCM

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
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
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Elite Wealth Management's BRCM Position: Q4 2013 in Review

Elite Wealth Management sold out of BROADCOM CORP CL-A (BRCM) in Q4 2013, closing a stake of 11,404 shares — an estimated $297K sold.

Elite Wealth Management first reported a position in BRCM in Q2 2013 and held it in 2 quarters. The position peaked at $297K in Q3 2013. 563 funds tracked by Wall St. Rank hold BRCM as of Q4 2013.

  • Elite Wealth Management reported no remaining BROADCOM CORP CL-A position as of Q4 2013 after selling out during the quarter.
  • Elite Wealth Management sold 11,404 BROADCOM CORP CL-A shares in Q4 2013, an estimated $297K.
  • Elite Wealth Management first reported a position in BROADCOM CORP CL-A in Q2 2013 and held it in 2 quarters.
  • Elite Wealth Management's BROADCOM CORP CL-A position peaked at $297K in Q3 2013.
  • 563 funds tracked by Wall St. Rank held BROADCOM CORP CL-A as of Q4 2013.

Based on Elite Wealth Management's 13F filing for Q4 2013, filed 23 Nov 2016.