Luther King Capital Management (LKCM)
BRCM

Luther King Capital Management (LKCM)’s BROADCOM CORP CL-A BRCM Stock Holding History

Luther King Capital Management (LKCM)’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
Q3 		– Sell
-68,250
Closed -$2.53M – 587
2014
Q2 		$2.53M Sell
68,250
-332,475
-83% -$10.9M 0.02% 305
2014
Q1 		$12.6M Buy
400,725
+21,500
+6% +$647K 0.1% 224
2013
Q4 		$11.2M Buy
379,225
+34,880
+10% +$950K 0.09% 233
2013
Q3 		$8.96M Buy
344,345
+112,425
+48% +$3.17M 0.08% 243
2013
Q2 		$7.84M Buy
+231,920
New +$8.08M 0.07% 244

Other funds holding BRCM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Luther King Capital Management (LKCM)'s BRCM Position: Q3 2014 in Review

Luther King Capital Management (LKCM) sold out of BROADCOM CORP CL-A (BRCM) in Q3 2014, closing a stake of 68,250 shares — an estimated $2.53M sold.

Luther King Capital Management (LKCM) first reported a position in BRCM in Q2 2013 and held it in 5 quarters. The position peaked at $12.6M in Q1 2014. 556 funds tracked by Wall St. Rank hold BRCM as of Q3 2014.

  • Luther King Capital Management (LKCM) reported no remaining BROADCOM CORP CL-A position as of Q3 2014 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 68,250 BROADCOM CORP CL-A shares in Q3 2014, an estimated $2.53M.
  • Luther King Capital Management (LKCM) first reported a position in BROADCOM CORP CL-A in Q2 2013 and held it in 5 quarters.
  • Luther King Capital Management (LKCM)'s BROADCOM CORP CL-A position peaked at $12.6M in Q1 2014.
  • 556 funds tracked by Wall St. Rank held BROADCOM CORP CL-A as of Q3 2014.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q3 2014, filed 12 Nov 2014.