WA
BRCM

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

WFG 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
-30
Closed -$2K – 1787
2015
Q4 		$2K Hold
30
– – ﹤0.01% 1415
2015
Q3 		$2K Hold
30
– – ﹤0.01% 1458
2015
Q2 		$2K Hold
30
– – ﹤0.01% 1529
2015
Q1 		$1K Sell
30
-100
-77% -$4.36K ﹤0.01% 1730
2014
Q4 		$6K Sell
130
-476
-79% -$19.5K ﹤0.01% 1619
2014
Q3 		$25K Buy
606
+75
+14% +$2.92K ﹤0.01% 1200
2014
Q2 		$20K Buy
531
+30
+6% +$983 ﹤0.01% 1288
2014
Q1 		$16K Sell
501
-8,299
-94% -$250K ﹤0.01% 1345
2013
Q4 		$261K Sell
8,800
-1,463
-14% -$39.8K 0.04% 451
2013
Q3 		$267K Buy
10,263
+4,406
+75% +$124K 0.04% 416
2013
Q2 		$198K Buy
+5,857
New +$204K 0.03% 463

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

WFG Advisors's BRCM Position: Q1 2016 in Review

WFG Advisors sold out of BROADCOM CORP CL-A (BRCM) in Q1 2016, closing a stake of 30 shares — an estimated $2K sold.

WFG Advisors first reported a position in BRCM in Q2 2013 and held it in 11 quarters. The position peaked at $267K in Q3 2013. 6 funds tracked by Wall St. Rank hold BRCM as of Q1 2016.

  • WFG Advisors reported no remaining BROADCOM CORP CL-A position as of Q1 2016 after selling out during the quarter.
  • WFG Advisors sold 30 BROADCOM CORP CL-A shares in Q1 2016, an estimated $2K.
  • WFG Advisors first reported a position in BROADCOM CORP CL-A in Q2 2013 and held it in 11 quarters.
  • WFG Advisors's BROADCOM CORP CL-A position peaked at $267K in Q3 2013.
  • 6 funds tracked by Wall St. Rank held BROADCOM CORP CL-A as of Q1 2016.

Based on WFG Advisors's 13F filing for Q1 2016, filed 10 May 2016.