EWF
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Epstein & White Financial’s Broadcom AVGO Stock Holding History

Epstein & White Financial’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
2019
Q4 		– Sell
-13,170
Closed -$372K – 75
2019
Q3 		$372K Buy
13,170
+1,490
+13% +$42.4K 0.18% 51
2019
Q2 		$328K Buy
11,680
+4,530
+63% +$132K 0.17% 60
2019
Q1 		$224K Buy
+7,150
New +$194K 0.13% 70

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Epstein & White Financial's AVGO Position: Q4 2019 in Review

Epstein & White Financial sold out of Broadcom (AVGO) in Q4 2019, closing a stake of 13,170 shares — an estimated $372K sold.

Epstein & White Financial first reported a position in AVGO in Q1 2019 and held it in 3 quarters. The position peaked at $372K in Q3 2019. 1,352 funds tracked by Wall St. Rank hold AVGO as of Q4 2019.

  • Epstein & White Financial reported no remaining Broadcom position as of Q4 2019 after selling out during the quarter.
  • Epstein & White Financial sold 13,170 Broadcom shares in Q4 2019, an estimated $372K.
  • Epstein & White Financial first reported a position in Broadcom in Q1 2019 and held it in 3 quarters.
  • Epstein & White Financial's Broadcom position peaked at $372K in Q3 2019.
  • 1,352 funds tracked by Wall St. Rank held Broadcom as of Q4 2019.

Based on Epstein & White Financial's 13F filing for Q4 2019, filed 27 Jan 2020.