RIA
BRCM

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

Regal 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
2015
Q1 		– Sell
-80
Closed -$3K – 1081
2014
Q4 		$3K Hold
80
– – ﹤0.01% 835
2014
Q3 		$3K Hold
80
– – ﹤0.01% 865
2014
Q2 		$3K Hold
80
– – ﹤0.01% 829
2014
Q1 		$3K Sell
80
-75
-48% -$2.26K ﹤0.01% 807
2013
Q4 		$5K Sell
155
-473
-75% -$12.9K ﹤0.01% 690
2013
Q3 		$16K Sell
628
-500
-44% -$14.1K 0.01% 517
2013
Q2 		$38K Buy
+1,128
New +$39.3K 0.02% 338

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Regal Investment Advisors's BRCM Position: Q1 2015 in Review

Regal Investment Advisors sold out of BROADCOM CORP CL-A (BRCM) in Q1 2015, closing a stake of 80 shares — an estimated $3K sold.

Regal Investment Advisors first reported a position in BRCM in Q2 2013 and held it in 7 quarters. The position peaked at $38K in Q2 2013. 608 funds tracked by Wall St. Rank hold BRCM as of Q1 2015.

  • Regal Investment Advisors reported no remaining BROADCOM CORP CL-A position as of Q1 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 80 BROADCOM CORP CL-A shares in Q1 2015, an estimated $3K.
  • Regal Investment Advisors first reported a position in BROADCOM CORP CL-A in Q2 2013 and held it in 7 quarters.
  • Regal Investment Advisors's BROADCOM CORP CL-A position peaked at $38K in Q2 2013.
  • 608 funds tracked by Wall St. Rank held BROADCOM CORP CL-A as of Q1 2015.

Based on Regal Investment Advisors's 13F filing for Q1 2015, filed 30 Apr 2015.