WAM
BRCM

Wealthspire Advisors (Maryland)’s BROADCOM CORP CL-A BRCM Stock Holding History

Wealthspire Advisors (Maryland)’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
-1,096
Closed -$63K – 1958
2015
Q4 		$63K Buy
+1,096
New +$59K 0.01% 655

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

Wealthspire Advisors (Maryland)'s BRCM Position: Q1 2016 in Review

Wealthspire Advisors (Maryland) sold out of BROADCOM CORP CL-A (BRCM) in Q1 2016, closing a stake of 1,096 shares — an estimated $63K sold.

Wealthspire Advisors (Maryland) first reported a position in BRCM in Q4 2015 and held it in 1 quarter. The position peaked at $63K in Q4 2015. 6 funds tracked by Wall St. Rank hold BRCM as of Q1 2016.

  • Wealthspire Advisors (Maryland) reported no remaining BROADCOM CORP CL-A position as of Q1 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,096 BROADCOM CORP CL-A shares in Q1 2016, an estimated $63K.
  • Wealthspire Advisors (Maryland) first reported a position in BROADCOM CORP CL-A in Q4 2015 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s BROADCOM CORP CL-A position peaked at $63K in Q4 2015.
  • 6 funds tracked by Wall St. Rank held BROADCOM CORP CL-A as of Q1 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2016, filed 6 May 2016.