FCH
BRCM

Freestone Capital Holdings’s BROADCOM CORP CL-A BRCM Stock Holding History

Freestone Capital Holdings’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
Q3 		– Sell
-15,394
Closed -$571K – 202
2014
Q2 		$571K Sell
15,394
-262
-2% -$8.59K 0.09% 127
2014
Q1 		$493K Sell
15,656
-3,832
-20% -$115K 0.09% 124
2013
Q4 		$578K Buy
19,488
+13,487
+225% +$367K 0.1% 175
2013
Q3 		$207K Buy
+6,001
New +$169K 0.04% 311

Other funds holding BRCM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Freestone Capital Holdings's BRCM Position: Q3 2014 in Review

Freestone Capital Holdings sold out of BROADCOM CORP CL-A (BRCM) in Q3 2014, closing a stake of 15,394 shares — an estimated $571K sold.

Freestone Capital Holdings first reported a position in BRCM in Q3 2013 and held it in 4 quarters. The position peaked at $578K in Q4 2013. 556 funds tracked by Wall St. Rank hold BRCM as of Q3 2014.

  • Freestone Capital Holdings reported no remaining BROADCOM CORP CL-A position as of Q3 2014 after selling out during the quarter.
  • Freestone Capital Holdings sold 15,394 BROADCOM CORP CL-A shares in Q3 2014, an estimated $571K.
  • Freestone Capital Holdings first reported a position in BROADCOM CORP CL-A in Q3 2013 and held it in 4 quarters.
  • Freestone Capital Holdings's BROADCOM CORP CL-A position peaked at $578K in Q4 2013.
  • 556 funds tracked by Wall St. Rank held BROADCOM CORP CL-A as of Q3 2014.

Based on Freestone Capital Holdings's 13F filing for Q3 2014, filed 14 Nov 2014.