WIM
BRCM

Waverton Investment Management’s BROADCOM CORP CL-A BRCM Stock Holding History

Waverton Investment 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
2013
Q4 		– Sell
-73,280
Closed -$1.91M – 193
2013
Q3 		$1.91M Buy
+73,280
New +$2.07M 0.11% 149

Other funds holding BRCM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BCPEM
Bain Capital Public Equity Management Boston, Massachusetts $1.05B AUM 25.71% 1-Year Est. Return

Waverton Investment Management's BRCM Position: Q4 2013 in Review

Waverton Investment Management sold out of BROADCOM CORP CL-A (BRCM) in Q4 2013, closing a stake of 73,280 shares — an estimated $1.91M sold.

Waverton Investment Management first reported a position in BRCM in Q3 2013 and held it in 1 quarter. The position peaked at $1.91M in Q3 2013. 563 funds tracked by Wall St. Rank hold BRCM as of Q4 2013.

  • Waverton Investment Management reported no remaining BROADCOM CORP CL-A position as of Q4 2013 after selling out during the quarter.
  • Waverton Investment Management sold 73,280 BROADCOM CORP CL-A shares in Q4 2013, an estimated $1.91M.
  • Waverton Investment Management first reported a position in BROADCOM CORP CL-A in Q3 2013 and held it in 1 quarter.
  • Waverton Investment Management's BROADCOM CORP CL-A position peaked at $1.91M in Q3 2013.
  • 563 funds tracked by Wall St. Rank held BROADCOM CORP CL-A as of Q4 2013.

Based on Waverton Investment Management's 13F filing for Q4 2013, filed 21 Jan 2014.