SKK
BRCM

Shepherd Kaplan Krochuk’s BROADCOM CORP CL-A BRCM Stock Holding History

Shepherd Kaplan Krochuk’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
2014
Q4 		– Sell
-6,812
Closed -$275K – 603
2014
Q3 		$275K Sell
6,812
-800
-11% -$31.1K 0.04% 353
2014
Q2 		$283K Buy
+7,612
New +$249K 0.03% 381

Other funds holding BRCM

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Shepherd Kaplan Krochuk's BRCM Position: Q4 2014 in Review

Shepherd Kaplan Krochuk sold out of BROADCOM CORP CL-A (BRCM) in Q4 2014, closing a stake of 6,812 shares — an estimated $275K sold.

Shepherd Kaplan Krochuk first reported a position in BRCM in Q2 2014 and held it in 2 quarters. The position peaked at $283K in Q2 2014. 630 funds tracked by Wall St. Rank hold BRCM as of Q4 2014.

  • Shepherd Kaplan Krochuk reported no remaining BROADCOM CORP CL-A position as of Q4 2014 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 6,812 BROADCOM CORP CL-A shares in Q4 2014, an estimated $275K.
  • Shepherd Kaplan Krochuk first reported a position in BROADCOM CORP CL-A in Q2 2014 and held it in 2 quarters.
  • Shepherd Kaplan Krochuk's BROADCOM CORP CL-A position peaked at $283K in Q2 2014.
  • 630 funds tracked by Wall St. Rank held BROADCOM CORP CL-A as of Q4 2014.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2014, filed 17 Feb 2015.