UF
BRCM

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

Univest Financial’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
-81,979
Closed -$4.74M – 100
2015
Q4 		$4.74M Buy
81,979
+375
+0.5% +$20.2K 2.16% 4
2015
Q3 		$4.2M Sell
81,604
-1,273
-2% -$65.5K 2.05% 7
2015
Q2 		$4.27M Sell
82,877
-1,767
-2% -$86K 1.96% 11
2015
Q1 		$3.67M Sell
84,644
-5,363
-6% -$234K 1.65% 18
2014
Q4 		$3.9M Buy
90,007
+770
+0.9% +$31.5K 1.71% 17
2014
Q3 		$3.61M Sell
89,237
-23,963
-21% -$931K 1.69% 18
2014
Q2 		$4.2M Buy
113,200
+4,364
+4% +$143K 1.98% 5
2014
Q1 		$3.42M Buy
108,836
+41,880
+63% +$1.26M 1.71% 18
2013
Q4 		$1.99M Sell
66,956
-18,600
-22% -$506K 0.98% 50
2013
Q3 		$2.23M Buy
85,556
+1,780
+2% +$50.2K 1.19% 48
2013
Q2 		$2.83M Buy
+83,776
New +$2.92M 1.55% 27

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

Univest Financial's BRCM Position: Q1 2016 in Review

Univest Financial sold out of BROADCOM CORP CL-A (BRCM) in Q1 2016, closing a stake of 81,979 shares — an estimated $4.74M sold.

Univest Financial first reported a position in BRCM in Q2 2013 and held it in 11 quarters. The position peaked at $4.74M in Q4 2015. 6 funds tracked by Wall St. Rank hold BRCM as of Q1 2016.

  • Univest Financial reported no remaining BROADCOM CORP CL-A position as of Q1 2016 after selling out during the quarter.
  • Univest Financial sold 81,979 BROADCOM CORP CL-A shares in Q1 2016, an estimated $4.74M.
  • Univest Financial first reported a position in BROADCOM CORP CL-A in Q2 2013 and held it in 11 quarters.
  • Univest Financial's BROADCOM CORP CL-A position peaked at $4.74M in Q4 2015.
  • 6 funds tracked by Wall St. Rank held BROADCOM CORP CL-A as of Q1 2016.

Based on Univest Financial's 13F filing for Q1 2016, filed 15 Apr 2016.