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Baird’s Broadcom AVGO Stock Holding History

Baird’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
2015
Q1 		$698K Buy
55,000
+24,000
+77% +$275K 0.01% 855
2014
Q4 		$312K Sell
31,000
-120,100
-79% -$1.07M ﹤0.01% 1087
2014
Q3 		$1.31M Buy
+151,100
New +$1.18M 0.02% 575

Other funds holding AVGO

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

Baird's AVGO Position: Q1 2015 in Review

Baird increased its Broadcom (AVGO) stake by 77% in Q1 2015, buying an estimated $275K and bringing the position to 55,000 shares worth $698K. The position accounts for 0.01% of the portfolio, ranked #855.

Baird first reported a position in AVGO in Q3 2014 and has held it in 3 quarters since. The position peaked at $1.31M in Q3 2014. 553 funds tracked by Wall St. Rank hold AVGO as of Q1 2015.

  • Baird held 55,000 shares of Broadcom worth $698K as of Q1 2015.
  • Baird bought 24,000 Broadcom shares in Q1 2015, an estimated $275K.
  • Broadcom made up 0.01% of Baird's portfolio in Q1 2015, its #855 holding.
  • Baird first reported a position in Broadcom in Q3 2014 and has held it in 3 quarters since.
  • Baird's Broadcom position peaked at $1.31M in Q3 2014.
  • 553 funds tracked by Wall St. Rank held Broadcom as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.