Triangle Securities Wealth Management’s BROADCOM CORP CL-A BRCM Stock Holding History

Triangle Securities Wealth Management’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	-13,126	Closed	-$759K	–	148
2015 Q4	$759K	Sell	13,126 -500	-4%	-$26.9K	0.51%	65
2015 Q3	$701K	Sell	13,626 -710	-5%	-$36.5K	0.53%	65
2015 Q2	$738K	Sell	14,336 -350	-2%	-$17K	0.52%	67
2015 Q1	$636K	Sell	14,686 -329	-2%	-$14.3K	0.44%	70
2014 Q4	$651K	Buy	15,015 +3,040	+25%	+$125K	0.46%	71
2014 Q3	$484K	Hold	11,975	–	–	0.37%	83
2014 Q2	$445K	Buy	11,975 +4,390	+58%	+$144K	0.34%	84
2014 Q1	$263K	Sell	7,585 -4,330	-36%	-$130K	0.24%	100
2013 Q4	$353K	Buy	11,915 +3,865	+48%	+$105K	0.29%	91
2013 Q3	$209K	Sell	8,050 -3,440	-30%	-$97.1K	0.18%	116
2013 Q2	$388K	Buy	+11,490	New	+$400K	0.29%	87

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

Triangle Securities Wealth Management's BRCM Position: Q1 2016 in Review

Triangle Securities Wealth Management sold out of BROADCOM CORP CL-A (BRCM) in Q1 2016, closing a stake of 13,126 shares — an estimated $759K sold.

Triangle Securities Wealth Management first reported a position in BRCM in Q2 2013 and held it in 11 quarters. The position peaked at $759K in Q4 2015. 6 funds tracked by Wall St. Rank hold BRCM as of Q1 2016.

Triangle Securities Wealth Management reported no remaining BROADCOM CORP CL-A position as of Q1 2016 after selling out during the quarter.
Triangle Securities Wealth Management sold 13,126 BROADCOM CORP CL-A shares in Q1 2016, an estimated $759K.
Triangle Securities Wealth Management first reported a position in BROADCOM CORP CL-A in Q2 2013 and held it in 11 quarters.
Triangle Securities Wealth Management's BROADCOM CORP CL-A position peaked at $759K in Q4 2015.
6 funds tracked by Wall St. Rank held BROADCOM CORP CL-A as of Q1 2016.

Based on Triangle Securities Wealth Management's 13F filing for Q1 2016, filed 8 Apr 2016.