NYLT
BRCM

New York Life Trust’s BROADCOM CORP CL-A BRCM Stock Holding History

New York Life Trust’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
Q4 		– Sell
-3,456
Closed -$140K – 237
2014
Q3 		$140K Buy
3,456
+625
+22% +$24.3K 0.58% 57
2014
Q2 		$105K Buy
2,831
+1,692
+149% +$55.5K 0.44% 102
2014
Q1 		$36K Buy
1,139
+55
+5% +$1.66K 0.16% 156
2013
Q4 		$32K Buy
+1,084
New +$29.5K 0.15% 162

Other funds holding BRCM

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

New York Life Trust's BRCM Position: Q4 2014 in Review

New York Life Trust sold out of BROADCOM CORP CL-A (BRCM) in Q4 2014, closing a stake of 3,456 shares — an estimated $140K sold.

New York Life Trust first reported a position in BRCM in Q4 2013 and held it in 4 quarters. The position peaked at $140K in Q3 2014. 630 funds tracked by Wall St. Rank hold BRCM as of Q4 2014.

  • New York Life Trust reported no remaining BROADCOM CORP CL-A position as of Q4 2014 after selling out during the quarter.
  • New York Life Trust sold 3,456 BROADCOM CORP CL-A shares in Q4 2014, an estimated $140K.
  • New York Life Trust first reported a position in BROADCOM CORP CL-A in Q4 2013 and held it in 4 quarters.
  • New York Life Trust's BROADCOM CORP CL-A position peaked at $140K in Q3 2014.
  • 630 funds tracked by Wall St. Rank held BROADCOM CORP CL-A as of Q4 2014.

Based on New York Life Trust's 13F filing for Q4 2014, filed 13 Feb 2015.