OWP
BRCM

Obermeyer Wealth Partners’s BROADCOM CORP CL-A BRCM Stock Holding History

Obermeyer Wealth Partners’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
2013
Q3 		– Sell
-465
Closed -$16K – 343
2013
Q2 		$16K Buy
+465
New +$16.2K ﹤0.01% 221

Other funds holding BRCM

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Obermeyer Wealth Partners's BRCM Position: Q3 2013 in Review

Obermeyer Wealth Partners sold out of BROADCOM CORP CL-A (BRCM) in Q3 2013, closing a stake of 465 shares — an estimated $16K sold.

Obermeyer Wealth Partners first reported a position in BRCM in Q2 2013 and held it in 1 quarter. The position peaked at $16K in Q2 2013. 524 funds tracked by Wall St. Rank hold BRCM as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining BROADCOM CORP CL-A position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 465 BROADCOM CORP CL-A shares in Q3 2013, an estimated $16K.
  • Obermeyer Wealth Partners first reported a position in BROADCOM CORP CL-A in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's BROADCOM CORP CL-A position peaked at $16K in Q2 2013.
  • 524 funds tracked by Wall St. Rank held BROADCOM CORP CL-A as of Q3 2013.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2013, filed 18 Oct 2013.