CIM
AVGO icon

Calvert Investment Management’s Broadcom AVGO Stock Holding History

Calvert 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
2016
Q2 		– Sell
-183,810
Closed -$2.84M – 761
2016
Q1 		$2.84M Buy
183,810
+89,100
+94% +$1.2M 0.13% 168
2015
Q4 		$1.38M Buy
+94,710
New +$1.23M 0.06% 245
2015
Q2 		– Sell
-116,500
Closed -$1.48M – 636
2015
Q1 		$1.48M Buy
116,500
+15,770
+16% +$181K 0.1% 186
2014
Q4 		$1.01M Buy
100,730
+8,240
+9% +$73.6K 0.07% 220
2014
Q3 		$805K Buy
+92,490
New +$722K 0.06% 239

Other funds holding AVGO

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Calvert Investment Management's AVGO Position: Q2 2016 in Review

Calvert Investment Management sold out of Broadcom (AVGO) in Q2 2016, closing a stake of 183,810 shares — an estimated $2.84M sold.

Calvert Investment Management first reported a position in AVGO in Q3 2014 and held it in 5 quarters. The position peaked at $2.84M in Q1 2016. 751 funds tracked by Wall St. Rank hold AVGO as of Q2 2016.

  • Calvert Investment Management reported no remaining Broadcom position as of Q2 2016 after selling out during the quarter.
  • Calvert Investment Management sold 183,810 Broadcom shares in Q2 2016, an estimated $2.84M.
  • Calvert Investment Management first reported a position in Broadcom in Q3 2014 and held it in 5 quarters.
  • Calvert Investment Management's Broadcom position peaked at $2.84M in Q1 2016.
  • 751 funds tracked by Wall St. Rank held Broadcom as of Q2 2016.

Based on Calvert Investment Management's 13F filing for Q2 2016, filed 4 Aug 2016.