SSG
BRCM

Summit Securities Group’s BROADCOM CORP CL-A BRCM Stock Holding History

Summit Securities Group’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
-10,800
Closed -$624K – 385
2015
Q4 		$624K Buy
10,800
+9,200
+575% +$495K 0.2% 77
2015
Q3 		$82K Hold
1,600
– – 0.06% 132
2015
Q2 		$82K Buy
+1,600
New +$77.9K 0.04% 151
2015
Q1 		– Sell
-4,700
Closed -$204K – 743
2014
Q4 		$204K Sell
4,700
-3,300
-41% -$135K 0.06% 189
2014
Q3 		$323K Buy
8,000
+4,200
+111% +$163K 0.09% 158
2014
Q2 		$141K Buy
3,800
+1,500
+65% +$49.2K 0.05% 202
2014
Q1 		$72K Buy
+2,300
New +$69.3K 0.04% 159

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