CCM
AVGO icon

Catawba Capital Management’s Broadcom AVGO Stock Holding History

Catawba Capital 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
Q2 		– Sell
-11,640
Closed -$255K – 226
2017
Q1 		$255K Hold
11,640
– – 0.06% 223
2016
Q4 		$206K Buy
+11,640
New +$202K 0.05% 239

Other funds holding AVGO

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Catawba Capital Management's AVGO Position: Q2 2017 in Review

Catawba Capital Management sold out of Broadcom (AVGO) in Q2 2017, closing a stake of 11,640 shares — an estimated $255K sold.

Catawba Capital Management first reported a position in AVGO in Q4 2016 and held it in 2 quarters. The position peaked at $255K in Q1 2017. 926 funds tracked by Wall St. Rank hold AVGO as of Q2 2017.

  • Catawba Capital Management reported no remaining Broadcom position as of Q2 2017 after selling out during the quarter.
  • Catawba Capital Management sold 11,640 Broadcom shares in Q2 2017, an estimated $255K.
  • Catawba Capital Management first reported a position in Broadcom in Q4 2016 and held it in 2 quarters.
  • Catawba Capital Management's Broadcom position peaked at $255K in Q1 2017.
  • 926 funds tracked by Wall St. Rank held Broadcom as of Q2 2017.

Based on Catawba Capital Management's 13F filing for Q2 2017, filed 7 Jul 2017.