CGH
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Cleary Gull Holdings’s Broadcom AVGO Stock Holding History

Cleary Gull Holdings’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
Q1 		$31K Buy
2,030
+20
+1% +$270 0.02% 52
2015
Q4 		$29K Hold
2,010
– – 0.02% 47
2015
Q3 		$25K Buy
2,010
+10
+0.5% +$126 0.02% 49
2015
Q2 		$27K Buy
+2,000
New +$26.2K 0.02% 49

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

Cleary Gull Holdings's AVGO Position: Q1 2016 in Review

Cleary Gull Holdings increased its Broadcom (AVGO) stake by 1% in Q1 2016, buying an estimated $270 and bringing the position to 2,030 shares worth $31K. The position accounts for 0.02% of the portfolio, ranked #52.

Cleary Gull Holdings first reported a position in AVGO in Q2 2015 and has held it in 4 quarters since. 702 funds tracked by Wall St. Rank hold AVGO as of Q1 2016.

  • Cleary Gull Holdings held 2,030 shares of Broadcom worth $31K as of Q1 2016.
  • Cleary Gull Holdings bought 20 Broadcom shares in Q1 2016, an estimated $270.
  • Broadcom made up 0.02% of Cleary Gull Holdings's portfolio in Q1 2016, its #52 holding.
  • Cleary Gull Holdings first reported a position in Broadcom in Q2 2015 and has held it in 4 quarters since.
  • 702 funds tracked by Wall St. Rank held Broadcom as of Q1 2016.

Based on Cleary Gull Holdings's 13F filing for Q1 2016, filed 9 May 2016.