BLA
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Balter Liquid Alternatives’s Broadcom AVGO Stock Holding History

Balter Liquid Alternatives’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
-72,370
Closed -$1.86M – 195
2017
Q4 		$1.86M Buy
+72,370
New +$1.88M 1.84% 13

Other funds holding AVGO

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Balter Liquid Alternatives's AVGO Position: Q1 2018 in Review

Balter Liquid Alternatives sold out of Broadcom (AVGO) in Q1 2018, closing a stake of 72,370 shares — an estimated $1.86M sold.

Balter Liquid Alternatives first reported a position in AVGO in Q4 2017 and held it in 1 quarter. The position peaked at $1.86M in Q4 2017. 939 funds tracked by Wall St. Rank hold AVGO as of Q1 2018.

  • Balter Liquid Alternatives reported no remaining Broadcom position as of Q1 2018 after selling out during the quarter.
  • Balter Liquid Alternatives sold 72,370 Broadcom shares in Q1 2018, an estimated $1.86M.
  • Balter Liquid Alternatives first reported a position in Broadcom in Q4 2017 and held it in 1 quarter.
  • Balter Liquid Alternatives's Broadcom position peaked at $1.86M in Q4 2017.
  • 939 funds tracked by Wall St. Rank held Broadcom as of Q1 2018.

Based on Balter Liquid Alternatives's 13F filing for Q1 2018, filed 4 May 2018.