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BRC Investment Management’s Broadcom AVGO Stock Holding History

BRC Investment Management’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
Q3 		– Sell
-87,310
Closed -$1.16M – 118
2015
Q2 		$1.16M Sell
87,310
-1,731,550
-95% -$22.7M 0.16% 50
2015
Q1 		$23.1M Sell
1,818,860
-184,070
-9% -$2.11M 3.2% 2
2014
Q4 		$20.1M Buy
+2,002,930
New +$17.9M 2.73% 16

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 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 $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BRC Investment Management's AVGO Position: Q3 2015 in Review

BRC Investment Management sold out of Broadcom (AVGO) in Q3 2015, closing a stake of 87,310 shares — an estimated $1.16M sold.

BRC Investment Management first reported a position in AVGO in Q4 2014 and held it in 3 quarters. The position peaked at $23.1M in Q1 2015. 599 funds tracked by Wall St. Rank hold AVGO as of Q3 2015.

  • BRC Investment Management reported no remaining Broadcom position as of Q3 2015 after selling out during the quarter.
  • BRC Investment Management sold 87,310 Broadcom shares in Q3 2015, an estimated $1.16M.
  • BRC Investment Management first reported a position in Broadcom in Q4 2014 and held it in 3 quarters.
  • BRC Investment Management's Broadcom position peaked at $23.1M in Q1 2015.
  • 599 funds tracked by Wall St. Rank held Broadcom as of Q3 2015.

Based on BRC Investment Management's 13F filing for Q3 2015, filed 5 Nov 2015.