RA
BRCM

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

Rational 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
2013
Q4 		$296K Hold
10,000
– – 0.03% 428
2013
Q3 		$260K Sell
10,000
-36,600
-79% -$1.03M 0.02% 474
2013
Q2 		$1.57M Buy
+46,600
New +$1.62M 0.13% 258

Other funds holding BRCM

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Ameriprise
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BCPEM
Bain Capital Public Equity Management Boston, Massachusetts $1.05B AUM 25.71% 1-Year Est. Return

Rational Advisors's BRCM Position: Q4 2013 in Review

Rational Advisors held its BROADCOM CORP CL-A (BRCM) position steady in Q4 2013 at 10,000 shares worth $296K. The position accounts for 0.03% of the portfolio, ranked #428.

Rational Advisors first reported a position in BRCM in Q2 2013 and has held it in 3 quarters since. The position peaked at $1.57M in Q2 2013. 563 funds tracked by Wall St. Rank hold BRCM as of Q4 2013.

  • Rational Advisors held 10,000 shares of BROADCOM CORP CL-A worth $296K as of Q4 2013.
  • Rational Advisors left its BROADCOM CORP CL-A share count unchanged in Q4 2013.
  • BROADCOM CORP CL-A made up 0.03% of Rational Advisors's portfolio in Q4 2013, its #428 holding.
  • Rational Advisors first reported a position in BROADCOM CORP CL-A in Q2 2013 and has held it in 3 quarters since.
  • Rational Advisors's BROADCOM CORP CL-A position peaked at $1.57M in Q2 2013.
  • 563 funds tracked by Wall St. Rank held BROADCOM CORP CL-A as of Q4 2013.

Based on Rational Advisors's 13F filing for Q4 2013, filed 17 Feb 2015.