IWC
BRCM

Integrated Wealth Counsel’s BROADCOM CORP CL-A BRCM Stock Holding History

Integrated Wealth Counsel’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
Q1 		– Sell
-252
Closed -$7K – 192
2013
Q4 		$7K Hold
252
– – 0.01% 155
2013
Q3 		$6.56K Hold
252
– – ﹤0.01% 170
2013
Q2 		$9K Buy
+252
New +$8.78K 0.01% 166

Other funds holding BRCM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Integrated Wealth Counsel's BRCM Position: Q1 2014 in Review

Integrated Wealth Counsel sold out of BROADCOM CORP CL-A (BRCM) in Q1 2014, closing a stake of 252 shares — an estimated $7K sold.

Integrated Wealth Counsel first reported a position in BRCM in Q2 2013 and held it in 3 quarters. The position peaked at $9K in Q2 2013. 543 funds tracked by Wall St. Rank hold BRCM as of Q1 2014.

  • Integrated Wealth Counsel reported no remaining BROADCOM CORP CL-A position as of Q1 2014 after selling out during the quarter.
  • Integrated Wealth Counsel sold 252 BROADCOM CORP CL-A shares in Q1 2014, an estimated $7K.
  • Integrated Wealth Counsel first reported a position in BROADCOM CORP CL-A in Q2 2013 and held it in 3 quarters.
  • Integrated Wealth Counsel's BROADCOM CORP CL-A position peaked at $9K in Q2 2013.
  • 543 funds tracked by Wall St. Rank held BROADCOM CORP CL-A as of Q1 2014.

Based on Integrated Wealth Counsel's 13F filing for Q1 2014, filed 19 May 2014.