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AVGO icon

BancorpSouth’s Broadcom AVGO Stock Holding History

BancorpSouth’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
2014
Q2 		– Sell
-50,470
Closed -$325K – 272
2014
Q1 		$325K Sell
50,470
-2,580
-5% -$15.1K 0.04% 186
2013
Q4 		$281K Sell
53,050
-480
-0.9% -$2.21K 0.03% 189
2013
Q3 		$231K Hold
53,530
– – 0.03% 200
2013
Q2 		$200K Buy
+53,530
New +$187K 0.02% 202

Other funds holding AVGO

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BancorpSouth's AVGO Position: Q2 2014 in Review

BancorpSouth sold out of Broadcom (AVGO) in Q2 2014, closing a stake of 50,470 shares — an estimated $325K sold.

BancorpSouth first reported a position in AVGO in Q2 2013 and held it in 4 quarters. The position peaked at $325K in Q1 2014. 413 funds tracked by Wall St. Rank hold AVGO as of Q2 2014.

  • BancorpSouth reported no remaining Broadcom position as of Q2 2014 after selling out during the quarter.
  • BancorpSouth sold 50,470 Broadcom shares in Q2 2014, an estimated $325K.
  • BancorpSouth first reported a position in Broadcom in Q2 2013 and held it in 4 quarters.
  • BancorpSouth's Broadcom position peaked at $325K in Q1 2014.
  • 413 funds tracked by Wall St. Rank held Broadcom as of Q2 2014.

Based on BancorpSouth's 13F filing for Q2 2014, filed 6 Aug 2014.