Old Mutual Customised Solutions’s BROADCOM CORP CL-A BRCM Stock Holding History

Old Mutual Customised Solutions’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	-300	Closed	-$12K	–	752
2014 Q3	$12K	Sell	300 -1,300	-81%	-$50.5K	﹤0.01%	700
2014 Q2	$59K	Hold	1,600	–	–	0.01%	679
2014 Q1	$50K	Hold	1,600	–	–	0.01%	696
2013 Q4	$47K	Hold	1,600	–	–	0.01%	705
2013 Q3	$42K	Hold	1,600	–	–	0.01%	705
2013 Q2	$54K	Buy	+1,600	New	+$55.7K	0.02%	699

Other funds holding BRCM

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Old Mutual Customised Solutions's BRCM Position: Q4 2014 in Review

Old Mutual Customised Solutions sold out of BROADCOM CORP CL-A (BRCM) in Q4 2014, closing a stake of 300 shares — an estimated $12K sold.

Old Mutual Customised Solutions first reported a position in BRCM in Q2 2013 and held it in 6 quarters. The position peaked at $59K in Q2 2014. 630 funds tracked by Wall St. Rank hold BRCM as of Q4 2014.

Old Mutual Customised Solutions reported no remaining BROADCOM CORP CL-A position as of Q4 2014 after selling out during the quarter.
Old Mutual Customised Solutions sold 300 BROADCOM CORP CL-A shares in Q4 2014, an estimated $12K.
Old Mutual Customised Solutions first reported a position in BROADCOM CORP CL-A in Q2 2013 and held it in 6 quarters.
Old Mutual Customised Solutions's BROADCOM CORP CL-A position peaked at $59K in Q2 2014.
630 funds tracked by Wall St. Rank held BROADCOM CORP CL-A as of Q4 2014.

Based on Old Mutual Customised Solutions's 13F filing for Q4 2014, filed 29 Jan 2015.