Cornerstone Financial Partners’s Broadcom AVGO Stock Holding History

Cornerstone Financial Partners’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 Q4	$1.23M	Buy	47,620 +1,520	+3%	+$39.5K	0.4%	52
2017 Q3	$1.12M	Buy	46,100 +110	+0.2%	+$2.72K	0.42%	50
2017 Q2	$1.07M	Sell	45,990 -11,470	-20%	-$266K	0.42%	54
2017 Q1	$1.26M	Sell	57,460 -4,160	-7%	-$85.7K	0.42%	59
2016 Q4	$1.09M	Sell	61,620 -6,260	-9%	-$108K	0.35%	63
2016 Q3	$1.17M	Sell	67,880 -7,390	-10%	-$124K	0.41%	53
2016 Q2	$1.17M	Sell	75,270 -15,810	-17%	-$241K	0.41%	59
2016 Q1	$1.4M	Sell	91,080 -132,430	-59%	-$1.79M	0.54%	60
2015 Q4	$3.19M	Buy	+223,510	New	+$2.9M	1.18%	16

Other funds holding AVGO

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Cornerstone Financial Partners's AVGO Position: Q4 2017 in Review

Cornerstone Financial Partners increased its Broadcom (AVGO) stake by 3.3% in Q4 2017, buying an estimated $39.5K and bringing the position to 47,620 shares worth $1.23M. The position accounts for 0.4% of the portfolio, ranked #52.

Cornerstone Financial Partners first reported a position in AVGO in Q4 2015 and has held it in 9 quarters since. The position peaked at $3.19M in Q4 2015. 1,064 funds tracked by Wall St. Rank hold AVGO as of Q4 2017.

Cornerstone Financial Partners held 47,620 shares of Broadcom worth $1.23M as of Q4 2017.
Cornerstone Financial Partners bought 1,520 Broadcom shares in Q4 2017, an estimated $39.5K.
Broadcom made up 0.4% of Cornerstone Financial Partners's portfolio in Q4 2017, its #52 holding.
Cornerstone Financial Partners first reported a position in Broadcom in Q4 2015 and has held it in 9 quarters since.
Cornerstone Financial Partners's Broadcom position peaked at $3.19M in Q4 2015.
1,064 funds tracked by Wall St. Rank held Broadcom as of Q4 2017.

Based on Cornerstone Financial Partners's 13F filing for Q4 2017, filed 22 Jan 2018.