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

Evercore 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
2016 Q1	–	Sell	-638	Closed	-$37K	–	1055
2015 Q4	$37K	Buy	638 +163	+34%	+$8.78K	﹤0.01%	656
2015 Q3	$25K	Hold	475	–	–	﹤0.01%	701
2015 Q2	$25K	Hold	475	–	–	﹤0.01%	758
2015 Q1	$20K	Hold	475	–	–	﹤0.01%	787
2014 Q4	$20K	Hold	475	–	–	﹤0.01%	670
2014 Q3	$19K	Hold	475	–	–	﹤0.01%	752
2014 Q2	$18K	Sell	475 -400	-46%	-$13.1K	﹤0.01%	761
2014 Q1	$28K	Hold	875	–	–	﹤0.01%	697
2013 Q4	$26K	Sell	875 -695	-44%	-$18.9K	﹤0.01%	651
2013 Q3	$40K	Buy	1,570 +132	+9%	+$3.73K	﹤0.01%	590
2013 Q2	$50K	Buy	+1,438	New	+$50.1K	﹤0.01%	573

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

Evercore Wealth Management's BRCM Position: Q1 2016 in Review

Evercore Wealth Management sold out of BROADCOM CORP CL-A (BRCM) in Q1 2016, closing a stake of 638 shares — an estimated $37K sold.

Evercore Wealth Management first reported a position in BRCM in Q2 2013 and held it in 11 quarters. The position peaked at $50K in Q2 2013. 6 funds tracked by Wall St. Rank hold BRCM as of Q1 2016.

Evercore Wealth Management reported no remaining BROADCOM CORP CL-A position as of Q1 2016 after selling out during the quarter.
Evercore Wealth Management sold 638 BROADCOM CORP CL-A shares in Q1 2016, an estimated $37K.
Evercore Wealth Management first reported a position in BROADCOM CORP CL-A in Q2 2013 and held it in 11 quarters.
Evercore Wealth Management's BROADCOM CORP CL-A position peaked at $50K in Q2 2013.
6 funds tracked by Wall St. Rank held BROADCOM CORP CL-A as of Q1 2016.

Based on Evercore Wealth Management's 13F filing for Q1 2016, filed 2 May 2016.