RFA
BRCM

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

Reilly 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
-150
Closed -$9K – 1327
2015
Q4 		$9K Hold
150
– – ﹤0.01% 816
2015
Q3 		$8K Hold
150
– – ﹤0.01% 855
2015
Q2 		$8K Hold
150
– – ﹤0.01% 951
2015
Q1 		$6K Buy
150
+50
+50% +$2.18K ﹤0.01% 988
2014
Q4 		$4K Hold
100
– – ﹤0.01% 679
2014
Q3 		$4K Hold
100
– – ﹤0.01% 692
2014
Q2 		$4K Buy
+100
New +$3.28K ﹤0.01% 723
2014
Q1 		– Sell
-1,350
Closed -$40K – 894
2013
Q4 		$40K Buy
+1,350
New +$36.8K 0.01% 280

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

Reilly Financial Advisors's BRCM Position: Q1 2016 in Review

Reilly Financial Advisors sold out of BROADCOM CORP CL-A (BRCM) in Q1 2016, closing a stake of 150 shares — an estimated $9K sold.

Reilly Financial Advisors first reported a position in BRCM in Q4 2013 and held it in 8 quarters. The position peaked at $40K in Q4 2013. 6 funds tracked by Wall St. Rank hold BRCM as of Q1 2016.

  • Reilly Financial Advisors reported no remaining BROADCOM CORP CL-A position as of Q1 2016 after selling out during the quarter.
  • Reilly Financial Advisors sold 150 BROADCOM CORP CL-A shares in Q1 2016, an estimated $9K.
  • Reilly Financial Advisors first reported a position in BROADCOM CORP CL-A in Q4 2013 and held it in 8 quarters.
  • Reilly Financial Advisors's BROADCOM CORP CL-A position peaked at $40K in Q4 2013.
  • 6 funds tracked by Wall St. Rank held BROADCOM CORP CL-A as of Q1 2016.

Based on Reilly Financial Advisors's 13F filing for Q1 2016, filed 20 Apr 2016.