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 $20.6B AUM 34.61% 1-Year Est. Return
MAM
Mizuho Asset Management Tokyo, Japan $462M AUM 15.39% 1-Year Est. Return
FBC
Fairfield, Bush & Co Darien, Connecticut $203M AUM 38.37% 1-Year Est. Return
WBC
Westpac Banking Corp Sydney, Australia $1.62B AUM 39.13% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Summit Securities Group's BRCM Position: Q1 2016 in Review

Summit Securities Group sold out of BROADCOM CORP CL-A (BRCM) in Q1 2016, closing a stake of 10,800 shares — an estimated $624K sold.

Summit Securities Group first reported a position in BRCM in Q1 2014 and held it in 7 quarters. The position peaked at $624K in Q4 2015. 6 funds tracked by Wall St. Rank hold BRCM as of Q1 2016.

  • Summit Securities Group reported no remaining BROADCOM CORP CL-A position as of Q1 2016 after selling out during the quarter.
  • Summit Securities Group sold 10,800 BROADCOM CORP CL-A shares in Q1 2016, an estimated $624K.
  • Summit Securities Group first reported a position in BROADCOM CORP CL-A in Q1 2014 and held it in 7 quarters.
  • Summit Securities Group's BROADCOM CORP CL-A position peaked at $624K in Q4 2015.
  • 6 funds tracked by Wall St. Rank held BROADCOM CORP CL-A as of Q1 2016.

Based on Summit Securities Group's 13F filing for Q1 2016, filed 11 May 2016.