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Confluence Investment Management’s Broadcom AVGO Stock Holding History

Confluence 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
2018
Q3 		– Sell
-14,550
Closed -$353K – 311
2018
Q2 		$353K Buy
+14,550
New +$357K 0.01% 257

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Confluence Investment Management's AVGO Position: Q3 2018 in Review

Confluence Investment Management sold out of Broadcom (AVGO) in Q3 2018, closing a stake of 14,550 shares — an estimated $353K sold.

Confluence Investment Management first reported a position in AVGO in Q2 2018 and held it in 1 quarter. The position peaked at $353K in Q2 2018. 1,021 funds tracked by Wall St. Rank hold AVGO as of Q3 2018.

  • Confluence Investment Management reported no remaining Broadcom position as of Q3 2018 after selling out during the quarter.
  • Confluence Investment Management sold 14,550 Broadcom shares in Q3 2018, an estimated $353K.
  • Confluence Investment Management first reported a position in Broadcom in Q2 2018 and held it in 1 quarter.
  • Confluence Investment Management's Broadcom position peaked at $353K in Q2 2018.
  • 1,021 funds tracked by Wall St. Rank held Broadcom as of Q3 2018.

Based on Confluence Investment Management's 13F filing for Q3 2018, filed 25 Oct 2018.