OCM
BRCD

Osterweis Capital Management’s Brocade Communications Systems, Inc. NEW BRCD Stock Holding History

Osterweis Capital Management’s Portfolio BRCD Stock Details BRCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-2,000
Closed -$12K – 130
2013
Q2 		$12K Buy
+2,000
New +$11.2K ﹤0.01% 131

Other funds holding BRCD

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BHG
Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Osterweis Capital Management's BRCD Position: Q3 2013 in Review

Osterweis Capital Management sold out of Brocade Communications Systems, Inc. NEW (BRCD) in Q3 2013, closing a stake of 2,000 shares — an estimated $12K sold.

Osterweis Capital Management first reported a position in BRCD in Q2 2013 and held it in 1 quarter. The position peaked at $12K in Q2 2013. 268 funds tracked by Wall St. Rank hold BRCD as of Q3 2013.

  • Osterweis Capital Management reported no remaining Brocade Communications Systems, Inc. NEW position as of Q3 2013 after selling out during the quarter.
  • Osterweis Capital Management sold 2,000 Brocade Communications Systems, Inc. NEW shares in Q3 2013, an estimated $12K.
  • Osterweis Capital Management first reported a position in Brocade Communications Systems, Inc. NEW in Q2 2013 and held it in 1 quarter.
  • Osterweis Capital Management's Brocade Communications Systems, Inc. NEW position peaked at $12K in Q2 2013.
  • 268 funds tracked by Wall St. Rank held Brocade Communications Systems, Inc. NEW as of Q3 2013.

Based on Osterweis Capital Management's 13F filing for Q3 2013, filed 14 Nov 2013.