Integrated Wealth Management (Palm Desert)’s BROADCOM CORP CL-A BRCM Stock Holding History

Integrated Wealth Management (Palm Desert)’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	-276	Closed	-$16K	–	1401
2015 Q4	$16K	Hold	276	–	–	0.01%	647
2015 Q3	$14K	Sell	276 -49	-15%	-$2.52K	0.01%	688
2015 Q2	$17K	Buy	325 +26	+9%	+$1.27K	0.01%	659
2015 Q1	$12K	Buy	+299	New	+$13K	0.01%	732

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

Integrated Wealth Management (Palm Desert)'s BRCM Position: Q1 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of BROADCOM CORP CL-A (BRCM) in Q1 2016, closing a stake of 276 shares — an estimated $16K sold.

Integrated Wealth Management (Palm Desert) first reported a position in BRCM in Q1 2015 and held it in 4 quarters. The position peaked at $17K in Q2 2015. 6 funds tracked by Wall St. Rank hold BRCM as of Q1 2016.

Integrated Wealth Management (Palm Desert) reported no remaining BROADCOM CORP CL-A position as of Q1 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 276 BROADCOM CORP CL-A shares in Q1 2016, an estimated $16K.
Integrated Wealth Management (Palm Desert) first reported a position in BROADCOM CORP CL-A in Q1 2015 and held it in 4 quarters.
Integrated Wealth Management (Palm Desert)'s BROADCOM CORP CL-A position peaked at $17K in Q2 2015.
6 funds tracked by Wall St. Rank held BROADCOM CORP CL-A as of Q1 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2016, filed 22 Apr 2016.