AIM
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Assured Investment Management’s Broadcom AVGO Stock Holding History

Assured Investment Management’s Portfolio AVGO Stock Details AVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-566,950
Closed -$14.6M – 1162
2017
Q4 		$14.6M Sell
566,950
-3,406,730
-86% -$88.6M 0.29% 57
2017
Q3 		$96.4M Sell
3,973,680
-1,904,300
-32% -$47.1M 1.98% 7
2017
Q2 		$137M Sell
5,877,980
-323,430
-5% -$7.5M 2.83% 5
2017
Q1 		$136M Buy
6,201,410
+116,450
+2% +$2.4M 2.75% 8
2016
Q4 		$108M Sell
6,084,960
-226,860
-4% -$3.93M 2% 13
2016
Q3 		$109M Sell
6,311,820
-4,368,020
-41% -$73.1M 2.49% 8
2016
Q2 		$166M Sell
10,679,840
-1,824,670
-15% -$27.8M 3.84% 3
2016
Q1 		$193M Buy
12,504,510
+1,035,850
+9% +$14M 4.25% 3
2015
Q4 		$166M Buy
11,468,660
+2,681,160
+31% +$34.8M 2.91% 3
2015
Q3 		$110M Buy
8,787,500
+8,774,270
+66,321% +$111M 2.01% 7
2015
Q2 		$176K Buy
+13,230
New +$173K ﹤0.01% 508

Other funds holding AVGO

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Assured Investment Management's AVGO Position: Q1 2018 in Review

Assured Investment Management sold out of Broadcom (AVGO) in Q1 2018, closing a stake of 566,950 shares — an estimated $14.6M sold.

Assured Investment Management first reported a position in AVGO in Q2 2015 and held it in 11 quarters. The position peaked at $193M in Q1 2016. 938 funds tracked by Wall St. Rank hold AVGO as of Q1 2018.

  • Assured Investment Management reported no remaining Broadcom position as of Q1 2018 after selling out during the quarter.
  • Assured Investment Management sold 566,950 Broadcom shares in Q1 2018, an estimated $14.6M.
  • Assured Investment Management first reported a position in Broadcom in Q2 2015 and held it in 11 quarters.
  • Assured Investment Management's Broadcom position peaked at $193M in Q1 2016.
  • 938 funds tracked by Wall St. Rank held Broadcom as of Q1 2018.

Based on Assured Investment Management's 13F filing for Q1 2018, filed 14 May 2018.