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Bellwether Investment Group’s Broadcom AVGO Stock Holding History

Bellwether Investment Group’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
2017
Q4 		$250K Buy
+9,740
New +$253K 1% 43
2017
Q2 		– Sell
-1,070
Closed -$23K – 105
2017
Q1 		$23K Sell
1,070
-1,470
-58% -$30.3K 0.06% 260
2016
Q4 		$45K Buy
+2,540
New +$44K 0.04% 282
2016
Q2 		$30K Buy
+1,900
New +$28.9K 0.03% 305

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bellwether Investment Group's AVGO Position: Q4 2017 in Review

Bellwether Investment Group opened a new position in Broadcom (AVGO) in Q4 2017: 9,740 shares worth $250K. The stake represents 1% of the portfolio and ranks #43 among its holdings. This is a return to the name: Bellwether Investment Group previously reported a position in AVGO as recently as Q1 2017.

Bellwether Investment Group first reported a position in AVGO in Q2 2016 and has held it in 4 quarters since. 1,064 funds tracked by Wall St. Rank hold AVGO as of Q4 2017.

  • Bellwether Investment Group held 9,740 shares of Broadcom worth $250K as of Q4 2017.
  • Broadcom was a new Bellwether Investment Group position in Q4 2017.
  • Broadcom made up 1% of Bellwether Investment Group's portfolio in Q4 2017, its #43 holding.
  • Bellwether Investment Group first reported a position in Broadcom in Q2 2016 and has held it in 4 quarters since.
  • 1,064 funds tracked by Wall St. Rank held Broadcom as of Q4 2017.

Based on Bellwether Investment Group's 13F filing for Q4 2017, filed 30 Jan 2018.