CWM
AVGO icon

Catamount Wealth Management’s Broadcom AVGO Stock Holding History

Catamount Wealth 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
2017
Q3 		– Sell
-6,000
Closed -$140K – 190
2017
Q2 		$140K Buy
+6,000
New +$139K 0.09% 47
2015
Q3 		– Sell
-10,000
Closed -$133K – 141
2015
Q2 		$133K Buy
+10,000
New +$131K 0.1% 37

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Catamount Wealth Management's AVGO Position: Q3 2017 in Review

Catamount Wealth Management sold out of Broadcom (AVGO) in Q3 2017, closing a stake of 6,000 shares — an estimated $140K sold.

Catamount Wealth Management first reported a position in AVGO in Q2 2015 and held it in 2 quarters. The position peaked at $140K in Q2 2017. 963 funds tracked by Wall St. Rank hold AVGO as of Q3 2017.

  • Catamount Wealth Management reported no remaining Broadcom position as of Q3 2017 after selling out during the quarter.
  • Catamount Wealth Management sold 6,000 Broadcom shares in Q3 2017, an estimated $140K.
  • Catamount Wealth Management first reported a position in Broadcom in Q2 2015 and held it in 2 quarters.
  • Catamount Wealth Management's Broadcom position peaked at $140K in Q2 2017.
  • 963 funds tracked by Wall St. Rank held Broadcom as of Q3 2017.

Based on Catamount Wealth Management's 13F filing for Q3 2017, filed 13 Nov 2017.