Bristol Advisors’s Broadcom AVGO Stock Holding History

Bristol Advisors’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
2019 Q1	$331K	Buy	+11,000	New	+$298K	0.77%	15
2018 Q4	–	Sell	-19,000	Closed	-$469K	–	57
2018 Q3	$469K	Buy	19,000 +9,000	+90%	+$202K	0.78%	24
2018 Q2	$243K	Buy	+10,000	New	+$245K	0.48%	39
2018 Q1	–	Sell	-63,000	Closed	-$1.62M	–	36
2017 Q4	$1.62M	Buy	+63,000	New	+$1.64M	1.01%	23
2017 Q1	–	Sell	-28,000	Closed	-$495K	–	53
2016 Q4	$495K	Buy	+28,000	New	+$485K	0.5%	36

Other funds holding AVGO

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bristol Advisors's AVGO Position: Q1 2019 in Review

Bristol Advisors opened a new position in Broadcom (AVGO) in Q1 2019: 11,000 shares worth $331K. The stake represents 0.77% of the portfolio and ranks #15 among its holdings. This is a return to the name: Bristol Advisors previously reported a position in AVGO as recently as Q3 2018.

Bristol Advisors first reported a position in AVGO in Q4 2016 and has held it in 5 quarters since. The position peaked at $1.62M in Q4 2017. 1,223 funds tracked by Wall St. Rank hold AVGO as of Q1 2019.

Bristol Advisors held 11,000 shares of Broadcom worth $331K as of Q1 2019.
Broadcom was a new Bristol Advisors position in Q1 2019.
Broadcom made up 0.77% of Bristol Advisors's portfolio in Q1 2019, its #15 holding.
Bristol Advisors first reported a position in Broadcom in Q4 2016 and has held it in 5 quarters since.
Bristol Advisors's Broadcom position peaked at $1.62M in Q4 2017.
1,223 funds tracked by Wall St. Rank held Broadcom as of Q1 2019.

Based on Bristol Advisors's 13F filing for Q1 2019, filed 29 Apr 2019.