WA
BRCM

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

Waverly 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
-4,730
Closed -$273K – 130
2015
Q4 		$273K Buy
4,730
+4,725
+94,500% +$254K 0.12% 100
2015
Q3 		$0 Hold
5
– – ﹤0.01% 466
2015
Q2 		$0 Hold
5
– – ﹤0.01% 430
2015
Q1 		$0 Hold
5
– – ﹤0.01% 461
2014
Q4 		$0 Sell
5
-97
-95% -$3.97K ﹤0.01% 758
2014
Q3 		$4K Hold
102
– – ﹤0.01% 682
2014
Q2 		$4K Hold
102
– – ﹤0.01% 653
2014
Q1 		$3K Sell
102
-2,600
-96% -$78.3K ﹤0.01% 644
2013
Q4 		$80K Buy
2,702
+97
+4% +$2.64K 0.03% 268
2013
Q3 		$68K Buy
+2,605
New +$73.5K 0.03% 199

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

Waverly Advisors's BRCM Position: Q1 2016 in Review

Waverly Advisors sold out of BROADCOM CORP CL-A (BRCM) in Q1 2016, closing a stake of 4,730 shares — an estimated $273K sold.

Waverly Advisors first reported a position in BRCM in Q3 2013 and held it in 10 quarters. The position peaked at $273K in Q4 2015. 6 funds tracked by Wall St. Rank hold BRCM as of Q1 2016.

  • Waverly Advisors reported no remaining BROADCOM CORP CL-A position as of Q1 2016 after selling out during the quarter.
  • Waverly Advisors sold 4,730 BROADCOM CORP CL-A shares in Q1 2016, an estimated $273K.
  • Waverly Advisors first reported a position in BROADCOM CORP CL-A in Q3 2013 and held it in 10 quarters.
  • Waverly Advisors's BROADCOM CORP CL-A position peaked at $273K in Q4 2015.
  • 6 funds tracked by Wall St. Rank held BROADCOM CORP CL-A as of Q1 2016.

Based on Waverly Advisors's 13F filing for Q1 2016, filed 20 Apr 2016.