PMFA
BRCM

Plante Moran Financial Advisors’s BROADCOM CORP CL-A BRCM Stock Holding History

Plante Moran Financial 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
-919
Closed -$53K – 1149
2015
Q4 		$53K Buy
919
+467
+103% +$25.1K 0.04% 268
2015
Q3 		$23K Buy
452
+169
+60% +$8.7K 0.02% 363
2015
Q2 		$15K Buy
283
+175
+162% +$8.52K 0.01% 469
2015
Q1 		$5K Hold
108
– – ﹤0.01% 626
2014
Q4 		$5K Hold
108
– – ﹤0.01% 678
2014
Q3 		$4K Hold
108
– – ﹤0.01% 712
2014
Q2 		$4K Buy
+108
New +$3.54K ﹤0.01% 712
2014
Q1 		– Sell
-1,692
Closed -$50K – 743
2013
Q4 		$50K Buy
1,692
+1,677
+11,180% +$45.7K 0.03% 239
2013
Q3 		$0 Buy
+15
New +$423 ﹤0.01% 692

Other funds holding BRCM

HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
MAM
Mizuho Asset Management Tokyo, Japan $462M AUM 15.39% 1-Year Est. Return
FBC
Fairfield, Bush & Co Darien, Connecticut $203M AUM 38.37% 1-Year Est. Return
WBC
Westpac Banking Corp Sydney, Australia $1.62B AUM 39.13% 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 $20.6B AUM 59.59% 1-Year Est. Return

Plante Moran Financial Advisors's BRCM Position: Q1 2016 in Review

Plante Moran Financial Advisors sold out of BROADCOM CORP CL-A (BRCM) in Q1 2016, closing a stake of 919 shares — an estimated $53K sold.

Plante Moran Financial Advisors first reported a position in BRCM in Q3 2013 and held it in 9 quarters. The position peaked at $53K in Q4 2015. 6 funds tracked by Wall St. Rank hold BRCM as of Q1 2016.

  • Plante Moran Financial Advisors reported no remaining BROADCOM CORP CL-A position as of Q1 2016 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 919 BROADCOM CORP CL-A shares in Q1 2016, an estimated $53K.
  • Plante Moran Financial Advisors first reported a position in BROADCOM CORP CL-A in Q3 2013 and held it in 9 quarters.
  • Plante Moran Financial Advisors's BROADCOM CORP CL-A position peaked at $53K in Q4 2015.
  • 6 funds tracked by Wall St. Rank held BROADCOM CORP CL-A as of Q1 2016.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2016, filed 26 Apr 2016.