NFG
BRCM

Next Financial Group’s BROADCOM CORP CL-A BRCM Stock Holding History

Next Financial Group’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
-5,294
Closed -$306K – 1978
2015
Q4 		$306K Sell
5,294
-4,080
-44% -$220K 0.11% 178
2015
Q3 		$482K Sell
9,374
-5,240
-36% -$270K 0.17% 134
2015
Q2 		$752K Sell
14,614
-1,177
-7% -$57.3K 0.26% 97
2015
Q1 		$683K Sell
15,791
-125
-0.8% -$5.45K 0.22% 116
2014
Q4 		$690K Sell
15,916
-1,654
-9% -$67.8K 0.23% 109
2014
Q3 		$710K Buy
17,570
+137
+0.8% +$5.32K 0.14% 160
2014
Q2 		$650K Buy
+17,433
New +$571K 0.34% 63

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

Next Financial Group's BRCM Position: Q1 2016 in Review

Next Financial Group sold out of BROADCOM CORP CL-A (BRCM) in Q1 2016, closing a stake of 5,294 shares — an estimated $306K sold.

Next Financial Group first reported a position in BRCM in Q2 2014 and held it in 7 quarters. The position peaked at $752K in Q2 2015. 6 funds tracked by Wall St. Rank hold BRCM as of Q1 2016.

  • Next Financial Group reported no remaining BROADCOM CORP CL-A position as of Q1 2016 after selling out during the quarter.
  • Next Financial Group sold 5,294 BROADCOM CORP CL-A shares in Q1 2016, an estimated $306K.
  • Next Financial Group first reported a position in BROADCOM CORP CL-A in Q2 2014 and held it in 7 quarters.
  • Next Financial Group's BROADCOM CORP CL-A position peaked at $752K in Q2 2015.
  • 6 funds tracked by Wall St. Rank held BROADCOM CORP CL-A as of Q1 2016.

Based on Next Financial Group's 13F filing for Q1 2016, filed 20 Apr 2016.