Security National Trust’s BROADCOM CORP CL-A BRCM Stock Holding History

Security National Trust’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	-424	Closed	-$25K	–	499
2015 Q4	$25K	Hold	424	–	–	0.01%	313
2015 Q3	$22K	Hold	424	–	–	0.01%	326
2015 Q2	$22K	Hold	424	–	–	0.01%	336
2015 Q1	$18K	Buy	424 +110	+35%	+$4.8K	0.01%	358
2014 Q4	$14K	Buy	314 +273	+666%	+$11.2K	0.01%	385
2014 Q3	$2K	Buy	+41	New	+$1.59K	﹤0.01%	504
2013 Q4	–	Sell	-88	Closed	-$2K	–	557
2013 Q3	$2K	Buy	+88	New	+$2.48K	﹤0.01%	505

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

Security National Trust's BRCM Position: Q1 2016 in Review

Security National Trust sold out of BROADCOM CORP CL-A (BRCM) in Q1 2016, closing a stake of 424 shares — an estimated $25K sold.

Security National Trust first reported a position in BRCM in Q3 2013 and held it in 7 quarters. The position peaked at $25K in Q4 2015. 6 funds tracked by Wall St. Rank hold BRCM as of Q1 2016.

Security National Trust reported no remaining BROADCOM CORP CL-A position as of Q1 2016 after selling out during the quarter.
Security National Trust sold 424 BROADCOM CORP CL-A shares in Q1 2016, an estimated $25K.
Security National Trust first reported a position in BROADCOM CORP CL-A in Q3 2013 and held it in 7 quarters.
Security National Trust's BROADCOM CORP CL-A position peaked at $25K in Q4 2015.
6 funds tracked by Wall St. Rank held BROADCOM CORP CL-A as of Q1 2016.

Based on Security National Trust's 13F filing for Q1 2016, filed 27 Apr 2016.