WAS
BRCM

Winch Advisory Services’s BROADCOM CORP CL-A BRCM Stock Holding History

Winch Advisory Services’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
2014
Q2 		– Sell
-52,204
Closed -$1.64M – 309
2014
Q1 		$1.64M Buy
+52,204
New +$1.57M 1.04% 26

Other funds holding BRCM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Winch Advisory Services's BRCM Position: Q2 2014 in Review

Winch Advisory Services sold out of BROADCOM CORP CL-A (BRCM) in Q2 2014, closing a stake of 52,204 shares — an estimated $1.64M sold.

Winch Advisory Services first reported a position in BRCM in Q1 2014 and held it in 1 quarter. The position peaked at $1.64M in Q1 2014. 543 funds tracked by Wall St. Rank hold BRCM as of Q2 2014.

  • Winch Advisory Services reported no remaining BROADCOM CORP CL-A position as of Q2 2014 after selling out during the quarter.
  • Winch Advisory Services sold 52,204 BROADCOM CORP CL-A shares in Q2 2014, an estimated $1.64M.
  • Winch Advisory Services first reported a position in BROADCOM CORP CL-A in Q1 2014 and held it in 1 quarter.
  • Winch Advisory Services's BROADCOM CORP CL-A position peaked at $1.64M in Q1 2014.
  • 543 funds tracked by Wall St. Rank held BROADCOM CORP CL-A as of Q2 2014.

Based on Winch Advisory Services's 13F filing for Q2 2014, filed 15 Aug 2014.