MWAC
BRCM

Mariner Wealth Advisors (Cincinnati)’s BROADCOM CORP CL-A BRCM Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
Q1 		$236K Hold
5,450
– – 0.03% 164
2014
Q4 		$236K Buy
+5,450
New +$223K 0.03% 161

Other funds holding BRCM

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
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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s BRCM Position: Q1 2015 in Review

Mariner Wealth Advisors (Cincinnati) held its BROADCOM CORP CL-A (BRCM) position steady in Q1 2015 at 5,450 shares worth $236K. The position accounts for 0.03% of the portfolio, ranked #164.

Mariner Wealth Advisors (Cincinnati) first reported a position in BRCM in Q4 2014 and has held it in 2 quarters since. 608 funds tracked by Wall St. Rank hold BRCM as of Q1 2015.

  • Mariner Wealth Advisors (Cincinnati) held 5,450 shares of BROADCOM CORP CL-A worth $236K as of Q1 2015.
  • Mariner Wealth Advisors (Cincinnati) left its BROADCOM CORP CL-A share count unchanged in Q1 2015.
  • BROADCOM CORP CL-A made up 0.03% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q1 2015, its #164 holding.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in BROADCOM CORP CL-A in Q4 2014 and has held it in 2 quarters since.
  • 608 funds tracked by Wall St. Rank held BROADCOM CORP CL-A as of Q1 2015.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q1 2015, filed 23 Apr 2015.