OIA
BRCM

Optimum Investment Advisors’s BROADCOM CORP CL-A BRCM Stock Holding History

Optimum Investment Advisors’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
-3,890
Closed -$225K – 294
2015
Q4 		$225K Hold
3,890
– – 0.09% 245
2015
Q3 		$200K Buy
+3,890
New +$200K 0.08% 256
2015
Q1 		$171K Sell
3,940
-415
-10% -$18.1K 0.05% 311
2014
Q4 		$188K Sell
4,355
-235
-5% -$9.63K 0.06% 276
2014
Q3 		$185K Buy
4,590
+150
+3% +$5.83K 0.06% 269
2014
Q2 		$165K Sell
4,440
-45
-1% -$1.48K 0.05% 286
2014
Q1 		$141K Hold
4,485
– – 0.05% 264
2013
Q4 		$133K Sell
4,485
-650
-13% -$17.7K 0.05% 261
2013
Q3 		$134K Buy
+5,135
New +$145K 0.06% 252

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

Optimum Investment Advisors's BRCM Position: Q1 2016 in Review

Optimum Investment Advisors sold out of BROADCOM CORP CL-A (BRCM) in Q1 2016, closing a stake of 3,890 shares — an estimated $225K sold.

Optimum Investment Advisors first reported a position in BRCM in Q3 2013 and held it in 9 quarters. The position peaked at $225K in Q4 2015. 6 funds tracked by Wall St. Rank hold BRCM as of Q1 2016.

  • Optimum Investment Advisors reported no remaining BROADCOM CORP CL-A position as of Q1 2016 after selling out during the quarter.
  • Optimum Investment Advisors sold 3,890 BROADCOM CORP CL-A shares in Q1 2016, an estimated $225K.
  • Optimum Investment Advisors first reported a position in BROADCOM CORP CL-A in Q3 2013 and held it in 9 quarters.
  • Optimum Investment Advisors's BROADCOM CORP CL-A position peaked at $225K in Q4 2015.
  • 6 funds tracked by Wall St. Rank held BROADCOM CORP CL-A as of Q1 2016.

Based on Optimum Investment Advisors's 13F filing for Q1 2016, filed 12 May 2016.