JMPWA
BRCM

JP Morgan Private Wealth Advisors’s BROADCOM CORP CL-A BRCM Stock Holding History

JP Morgan Private Wealth 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
2016
Q1 		– Sell
-36,455
Closed -$2.11M – 1344
2015
Q4 		$2.11M Sell
36,455
-222
-0.6% -$12K 0.02% 363
2015
Q3 		$1.89M Buy
36,677
+1,638
+5% +$84.3K 0.02% 342
2015
Q2 		$1.8M Sell
35,039
-1,588
-4% -$77.3K 0.02% 390
2015
Q1 		$1.59M Buy
36,627
+1,224
+3% +$53.4K 0.02% 420
2014
Q4 		$1.53M Buy
35,403
+8,602
+32% +$352K 0.02% 432
2014
Q3 		$1.08M Buy
26,801
+3,200
+14% +$124K 0.01% 497
2014
Q2 		$876K Buy
23,601
+5,367
+29% +$176K 0.01% 434
2014
Q1 		$574K Buy
+18,234
New +$549K 0.01% 528
2013
Q4 		– Sell
-8,741
Closed -$227K – 725
2013
Q3 		$227K Sell
8,741
-363
-4% -$10.2K 0.01% 569
2013
Q2 		$308K Buy
+9,104
New +$317K 0.01% 494

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

JP Morgan Private Wealth Advisors's BRCM Position: Q1 2016 in Review

JP Morgan Private Wealth Advisors sold out of BROADCOM CORP CL-A (BRCM) in Q1 2016, closing a stake of 36,455 shares — an estimated $2.11M sold.

JP Morgan Private Wealth Advisors first reported a position in BRCM in Q2 2013 and held it in 10 quarters. The position peaked at $2.11M in Q4 2015. 6 funds tracked by Wall St. Rank hold BRCM as of Q1 2016.

  • JP Morgan Private Wealth Advisors reported no remaining BROADCOM CORP CL-A position as of Q1 2016 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 36,455 BROADCOM CORP CL-A shares in Q1 2016, an estimated $2.11M.
  • JP Morgan Private Wealth Advisors first reported a position in BROADCOM CORP CL-A in Q2 2013 and held it in 10 quarters.
  • JP Morgan Private Wealth Advisors's BROADCOM CORP CL-A position peaked at $2.11M in Q4 2015.
  • 6 funds tracked by Wall St. Rank held BROADCOM CORP CL-A as of Q1 2016.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2016, filed 13 May 2016.