W
BRCM

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

Wealthfront’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
-11,157
Closed -$645K – 370
2015
Q4 		$645K Sell
11,157
-309
-3% -$16.6K 0.02% 120
2015
Q3 		$590K Buy
11,466
+2,698
+31% +$139K 0.02% 116
2015
Q2 		$451K Buy
8,768
+1,827
+26% +$88.9K 0.02% 120
2015
Q1 		$301K Buy
6,941
+1,095
+19% +$47.7K 0.01% 159
2014
Q4 		$253K Buy
5,846
+920
+19% +$37.7K 0.01% 156
2014
Q3 		$199K Buy
4,926
+2,236
+83% +$86.9K 0.01% 156
2014
Q2 		$101K Buy
2,690
+989
+58% +$32.4K 0.01% 217
2014
Q1 		$54K Buy
+1,701
New +$51.2K 0.01% 250

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

Wealthfront's BRCM Position: Q1 2016 in Review

Wealthfront sold out of BROADCOM CORP CL-A (BRCM) in Q1 2016, closing a stake of 11,157 shares — an estimated $645K sold.

Wealthfront first reported a position in BRCM in Q1 2014 and held it in 8 quarters. The position peaked at $645K in Q4 2015. 6 funds tracked by Wall St. Rank hold BRCM as of Q1 2016.

  • Wealthfront reported no remaining BROADCOM CORP CL-A position as of Q1 2016 after selling out during the quarter.
  • Wealthfront sold 11,157 BROADCOM CORP CL-A shares in Q1 2016, an estimated $645K.
  • Wealthfront first reported a position in BROADCOM CORP CL-A in Q1 2014 and held it in 8 quarters.
  • Wealthfront's BROADCOM CORP CL-A position peaked at $645K in Q4 2015.
  • 6 funds tracked by Wall St. Rank held BROADCOM CORP CL-A as of Q1 2016.

Based on Wealthfront's 13F filing for Q1 2016, filed 18 May 2016.