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Boston Private Bank & Trust’s Broadcom AVGO Stock Holding History

Boston Private Bank & Trust’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 		$251K Buy
19,780
+500
+3% +$5.73K 0.01% 361
2014
Q4 		$194K Buy
19,280
+2,780
+17% +$24.8K 0.01% 404
2014
Q3 		$144K Hold
16,500
– – 0.01% 434
2014
Q2 		$119K Sell
16,500
-3,900
-19% -$26.2K 0.01% 456
2014
Q1 		$131K Hold
20,400
– – 0.01% 454
2013
Q4 		$108K Buy
20,400
+3,900
+24% +$17.9K 0.01% 473
2013
Q3 		$71K Hold
16,500
– – ﹤0.01% 514
2013
Q2 		$62K Buy
+16,500
New +$57.5K ﹤0.01% 515

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

Boston Private Bank & Trust's AVGO Position: Q1 2015 in Review

Boston Private Bank & Trust increased its Broadcom (AVGO) stake by 2.6% in Q1 2015, buying an estimated $5.73K and bringing the position to 19,780 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #361.

Boston Private Bank & Trust first reported a position in AVGO in Q2 2013 and has held it in 8 quarters since. 553 funds tracked by Wall St. Rank hold AVGO as of Q1 2015.

  • Boston Private Bank & Trust held 19,780 shares of Broadcom worth $251K as of Q1 2015.
  • Boston Private Bank & Trust bought 500 Broadcom shares in Q1 2015, an estimated $5.73K.
  • Broadcom made up 0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #361 holding.
  • Boston Private Bank & Trust first reported a position in Broadcom in Q2 2013 and has held it in 8 quarters since.
  • 553 funds tracked by Wall St. Rank held Broadcom as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.