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Edge Asset Management’s Broadcom AVGO Stock Holding History

Edge Asset 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
2017
Q1 		$17.7M Sell
806,300
-87,070
-10% -$1.79M 0.13% 174
2016
Q4 		$15.8M Buy
893,370
+28,080
+3% +$486K 0.12% 186
2016
Q3 		$14.9M Hold
865,290
– – 0.13% 196
2016
Q2 		$13.4M Buy
865,290
+246,420
+40% +$3.75M 0.12% 197
2016
Q1 		$9.56M Hold
618,870
– – 0.09% 205
2015
Q4 		$8.98M Buy
618,870
+3,580
+0.6% +$46.5K 0.09% 217
2015
Q3 		$7.69M Sell
615,290
-55,750
-8% -$704K 0.08% 219
2015
Q2 		$8.92M Sell
671,040
-38,280
-5% -$502K 0.08% 228
2015
Q1 		$9.01M Sell
709,320
-233,250
-25% -$2.67M 0.08% 230
2014
Q4 		$9.48M Sell
942,570
-167,760
-15% -$1.5M 0.09% 223
2014
Q3 		$9.66M Sell
1,110,330
-75,530
-6% -$590K 0.1% 219
2014
Q2 		$8.55M Sell
1,185,860
-523,750
-31% -$3.52M 0.09% 229
2014
Q1 		$11M Buy
1,709,610
+81,900
+5% +$480K 0.12% 195
2013
Q4 		$8.61M Buy
1,627,710
+49,500
+3% +$228K 0.09% 211
2013
Q3 		$6.8M Buy
1,578,210
+21,450
+1% +$82.4K 0.08% 214
2013
Q2 		$5.82M Buy
+1,556,760
New +$5.43M 0.07% 215

Other funds holding AVGO

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Edge Asset Management's AVGO Position: Q1 2017 in Review

Edge Asset Management reduced its Broadcom (AVGO) stake by 9.7% in Q1 2017, selling an estimated $1.79M and leaving 806,300 shares worth $17.7M. The position accounts for 0.13% of the portfolio, ranked #174.

Edge Asset Management first reported a position in AVGO in Q2 2013 and has held it in 16 quarters since. 858 funds tracked by Wall St. Rank hold AVGO as of Q1 2017.

  • Edge Asset Management held 806,300 shares of Broadcom worth $17.7M as of Q1 2017.
  • Edge Asset Management sold 87,070 Broadcom shares in Q1 2017, an estimated $1.79M.
  • Broadcom made up 0.13% of Edge Asset Management's portfolio in Q1 2017, its #174 holding.
  • Edge Asset Management first reported a position in Broadcom in Q2 2013 and has held it in 16 quarters since.
  • 858 funds tracked by Wall St. Rank held Broadcom as of Q1 2017.

Based on Edge Asset Management's 13F filing for Q1 2017, filed 11 May 2017.