Concert Wealth Management’s Broadcom AVGO Stock Holding History

Concert 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
2016 Q1	–	Sell	-35,340	Closed	-$513K	–	675
2015 Q4	$513K	Buy	35,340 +15,380	+77%	+$200K	0.07%	351
2015 Q3	$250K	Sell	19,960 -16,750	-46%	-$212K	0.03%	540
2015 Q2	$487K	Buy	+36,710	New	+$481K	0.06%	366
2015 Q1	–	Sell	-35,610	Closed	-$358K	–	496
2014 Q4	$358K	Buy	+35,610	New	+$318K	0.05%	401

Other funds holding AVGO

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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 Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

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

Concert Wealth Management's AVGO Position: Q1 2016 in Review

Concert Wealth Management sold out of Broadcom (AVGO) in Q1 2016, closing a stake of 35,340 shares — an estimated $513K sold.

Concert Wealth Management first reported a position in AVGO in Q4 2014 and held it in 4 quarters. The position peaked at $513K in Q4 2015. 702 funds tracked by Wall St. Rank hold AVGO as of Q1 2016.

Concert Wealth Management reported no remaining Broadcom position as of Q1 2016 after selling out during the quarter.
Concert Wealth Management sold 35,340 Broadcom shares in Q1 2016, an estimated $513K.
Concert Wealth Management first reported a position in Broadcom in Q4 2014 and held it in 4 quarters.
Concert Wealth Management's Broadcom position peaked at $513K in Q4 2015.
702 funds tracked by Wall St. Rank held Broadcom as of Q1 2016.

Based on Concert Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.