HHGA
BRCM

Halbert Hargrove Global Advisors’s BROADCOM CORP CL-A BRCM Stock Holding History

Halbert Hargrove Global Advisors’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
2015
Q2 		– Sell
-6,214
Closed -$269K – 190
2015
Q1 		$269K Buy
+6,214
New +$271K 0.09% 152

Other funds holding BRCM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Halbert Hargrove Global Advisors's BRCM Position: Q2 2015 in Review

Halbert Hargrove Global Advisors sold out of BROADCOM CORP CL-A (BRCM) in Q2 2015, closing a stake of 6,214 shares — an estimated $269K sold.

Halbert Hargrove Global Advisors first reported a position in BRCM in Q1 2015 and held it in 1 quarter. The position peaked at $269K in Q1 2015. 626 funds tracked by Wall St. Rank hold BRCM as of Q2 2015.

  • Halbert Hargrove Global Advisors reported no remaining BROADCOM CORP CL-A position as of Q2 2015 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 6,214 BROADCOM CORP CL-A shares in Q2 2015, an estimated $269K.
  • Halbert Hargrove Global Advisors first reported a position in BROADCOM CORP CL-A in Q1 2015 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's BROADCOM CORP CL-A position peaked at $269K in Q1 2015.
  • 626 funds tracked by Wall St. Rank held BROADCOM CORP CL-A as of Q2 2015.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2015, filed 11 Aug 2015.