TFA
BRCM

Transamerica Financial Advisors’s BROADCOM CORP CL-A BRCM Stock Holding History

Transamerica Financial 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
2014
Q4 		– Sell
-251
Closed -$11K – 785
2014
Q3 		$11K Buy
251
+151
+151% +$5.87K ﹤0.01% 469
2014
Q2 		$4K Hold
100
– – ﹤0.01% 567
2014
Q1 		$4K Hold
100
– – ﹤0.01% 533
2013
Q4 		$3K Hold
100
– – ﹤0.01% 536
2013
Q3 		$3K Hold
100
– – ﹤0.01% 534
2013
Q2 		$4K Buy
+100
New +$3.48K ﹤0.01% 497

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

Transamerica Financial Advisors's BRCM Position: Q4 2014 in Review

Transamerica Financial Advisors sold out of BROADCOM CORP CL-A (BRCM) in Q4 2014, closing a stake of 251 shares — an estimated $11K sold.

Transamerica Financial Advisors first reported a position in BRCM in Q2 2013 and held it in 6 quarters. The position peaked at $11K in Q3 2014. 630 funds tracked by Wall St. Rank hold BRCM as of Q4 2014.

  • Transamerica Financial Advisors reported no remaining BROADCOM CORP CL-A position as of Q4 2014 after selling out during the quarter.
  • Transamerica Financial Advisors sold 251 BROADCOM CORP CL-A shares in Q4 2014, an estimated $11K.
  • Transamerica Financial Advisors first reported a position in BROADCOM CORP CL-A in Q2 2013 and held it in 6 quarters.
  • Transamerica Financial Advisors's BROADCOM CORP CL-A position peaked at $11K in Q3 2014.
  • 630 funds tracked by Wall St. Rank held BROADCOM CORP CL-A as of Q4 2014.

Based on Transamerica Financial Advisors's 13F filing for Q4 2014, filed 3 Feb 2015.