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

United Capital 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
2016 Q1	–	Sell	-6,714	Closed	-$388K	–	1320
2015 Q4	$388K	Buy	6,714 +787	+13%	+$42.4K	﹤0.01%	951
2015 Q3	$305K	Buy	+5,927	New	+$305K	﹤0.01%	1052

Other funds holding BRCM

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Mizuho Asset Management Tokyo, Japan $462M AUM 15.39% 1-Year Est. Return

Fairfield, Bush & Co Darien, Connecticut $180M AUM 39.51% 1-Year Est. Return

Westpac Banking Corp Sydney, Australia $1.44B AUM 28.5% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

United Capital Financial Advisors's BRCM Position: Q1 2016 in Review

United Capital Financial Advisors sold out of BROADCOM CORP CL-A (BRCM) in Q1 2016, closing a stake of 6,714 shares — an estimated $388K sold.

United Capital Financial Advisors first reported a position in BRCM in Q3 2015 and held it in 2 quarters. The position peaked at $388K in Q4 2015. 6 funds tracked by Wall St. Rank hold BRCM as of Q1 2016.

United Capital Financial Advisors reported no remaining BROADCOM CORP CL-A position as of Q1 2016 after selling out during the quarter.
United Capital Financial Advisors sold 6,714 BROADCOM CORP CL-A shares in Q1 2016, an estimated $388K.
United Capital Financial Advisors first reported a position in BROADCOM CORP CL-A in Q3 2015 and held it in 2 quarters.
United Capital Financial Advisors's BROADCOM CORP CL-A position peaked at $388K in Q4 2015.
6 funds tracked by Wall St. Rank held BROADCOM CORP CL-A as of Q1 2016.

Based on United Capital Financial Advisors's 13F filing for Q1 2016, filed 11 May 2016.