CFN
AVGO icon

Cordasco Financial Network’s Broadcom AVGO Stock Holding History

Cordasco Financial Network’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
Q4 		– Sell
-3,850
Closed -$60K – 238
2016
Q3 		$60K Hold
3,850
– – 0.07% 119
2016
Q2 		$60K Hold
3,850
– – 0.07% 119
2016
Q1 		$59K Buy
+3,850
New +$52K 0.07% 122

Other funds holding AVGO

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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

Cordasco Financial Network's AVGO Position: Q4 2016 in Review

Cordasco Financial Network sold out of Broadcom (AVGO) in Q4 2016, closing a stake of 3,850 shares — an estimated $60K sold.

Cordasco Financial Network first reported a position in AVGO in Q1 2016 and held it in 3 quarters. The position peaked at $60K in Q3 2016. 840 funds tracked by Wall St. Rank hold AVGO as of Q4 2016.

  • Cordasco Financial Network reported no remaining Broadcom position as of Q4 2016 after selling out during the quarter.
  • Cordasco Financial Network sold 3,850 Broadcom shares in Q4 2016, an estimated $60K.
  • Cordasco Financial Network first reported a position in Broadcom in Q1 2016 and held it in 3 quarters.
  • Cordasco Financial Network's Broadcom position peaked at $60K in Q3 2016.
  • 840 funds tracked by Wall St. Rank held Broadcom as of Q4 2016.

Based on Cordasco Financial Network's 13F filing for Q4 2016, filed 17 Jan 2017.