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

Ropes Wealth 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	-13	Closed	-$1K	–	551
2015 Q4	$1K	Sell	13 -37	-74%	-$1.99K	﹤0.01%	468
2015 Q3	$3K	Buy	+50	New	+$2.57K	﹤0.01%	375

Other funds holding BRCM

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Mizuho Asset Management Tokyo, Japan $462M AUM 15.39% 1-Year Est. Return

Fairfield, Bush & Co Darien, Connecticut $180M AUM 39.51% 1-Year Est. Return

Westpac Banking Corp Sydney, Australia $1.44B AUM 28.5% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Ropes Wealth Advisors's BRCM Position: Q1 2016 in Review

Ropes Wealth Advisors sold out of BROADCOM CORP CL-A (BRCM) in Q1 2016, closing a stake of 13 shares — an estimated $1K sold.

Ropes Wealth Advisors first reported a position in BRCM in Q3 2015 and held it in 2 quarters. The position peaked at $3K in Q3 2015. 6 funds tracked by Wall St. Rank hold BRCM as of Q1 2016.

Ropes Wealth Advisors reported no remaining BROADCOM CORP CL-A position as of Q1 2016 after selling out during the quarter.
Ropes Wealth Advisors sold 13 BROADCOM CORP CL-A shares in Q1 2016, an estimated $1K.
Ropes Wealth Advisors first reported a position in BROADCOM CORP CL-A in Q3 2015 and held it in 2 quarters.
Ropes Wealth Advisors's BROADCOM CORP CL-A position peaked at $3K in Q3 2015.
6 funds tracked by Wall St. Rank held BROADCOM CORP CL-A as of Q1 2016.

Based on Ropes Wealth Advisors's 13F filing for Q1 2016, filed 12 May 2016.