V
BRCM

Veritable’s BROADCOM CORP CL-A BRCM Stock Holding History

Veritable’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
-30,849
Closed -$1.78M – 776
2015
Q4 		$1.78M Buy
30,849
+317
+1% +$17.1K 0.05% 208
2015
Q3 		$1.57M Buy
30,532
+3,812
+14% +$196K 0.05% 206
2015
Q2 		$1.38M Sell
26,720
-4,276
-14% -$208K 0.04% 246
2015
Q1 		$1.34M Buy
30,996
+20
+0.1% +$872 0.03% 333
2014
Q4 		$1.34M Buy
30,976
+1,035
+3% +$42.4K 0.03% 340
2014
Q3 		$1.21M Sell
29,941
-4,016
-12% -$156K 0.03% 357
2014
Q2 		$1.26M Sell
33,957
-1,051
-3% -$34.4K 0.03% 356
2014
Q1 		$1.1M Buy
35,008
+9,443
+37% +$284K 0.02% 379
2013
Q4 		$758K Buy
25,565
+4,690
+22% +$128K 0.02% 453
2013
Q3 		$543K Sell
20,875
-6,681
-24% -$189K 0.01% 552
2013
Q2 		$931K Buy
+27,556
New +$960K 0.02% 415

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

Veritable's BRCM Position: Q1 2016 in Review

Veritable sold out of BROADCOM CORP CL-A (BRCM) in Q1 2016, closing a stake of 30,849 shares — an estimated $1.78M sold.

Veritable first reported a position in BRCM in Q2 2013 and held it in 11 quarters. The position peaked at $1.78M in Q4 2015. 6 funds tracked by Wall St. Rank hold BRCM as of Q1 2016.

  • Veritable reported no remaining BROADCOM CORP CL-A position as of Q1 2016 after selling out during the quarter.
  • Veritable sold 30,849 BROADCOM CORP CL-A shares in Q1 2016, an estimated $1.78M.
  • Veritable first reported a position in BROADCOM CORP CL-A in Q2 2013 and held it in 11 quarters.
  • Veritable's BROADCOM CORP CL-A position peaked at $1.78M in Q4 2015.
  • 6 funds tracked by Wall St. Rank held BROADCOM CORP CL-A as of Q1 2016.

Based on Veritable's 13F filing for Q1 2016, filed 16 May 2016.