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

Gupta 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	-652	Closed	-$38K	–	1360
2015 Q4	$38K	Hold	652	–	–	0.01%	487
2015 Q3	$34K	Sell	652 -118	-15%	-$6.07K	0.01%	537
2015 Q2	$40K	Buy	770 +520	+208%	+$25.3K	0.01%	519
2015 Q1	$11K	Buy	+250	New	+$10.9K	﹤0.01%	745

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

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

Gupta Wealth Management sold out of BROADCOM CORP CL-A (BRCM) in Q1 2016, closing a stake of 652 shares — an estimated $38K sold.

Gupta Wealth Management first reported a position in BRCM in Q1 2015 and held it in 4 quarters. The position peaked at $40K in Q2 2015. 6 funds tracked by Wall St. Rank hold BRCM as of Q1 2016.

Gupta Wealth Management reported no remaining BROADCOM CORP CL-A position as of Q1 2016 after selling out during the quarter.
Gupta Wealth Management sold 652 BROADCOM CORP CL-A shares in Q1 2016, an estimated $38K.
Gupta Wealth Management first reported a position in BROADCOM CORP CL-A in Q1 2015 and held it in 4 quarters.
Gupta Wealth Management's BROADCOM CORP CL-A position peaked at $40K in Q2 2015.
6 funds tracked by Wall St. Rank held BROADCOM CORP CL-A as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.