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Euclid Advisors’s Broadcom AVGO Stock Holding History

Euclid Advisors’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 		– Sell
-16,230
Closed -$287K – 2
2016
Q4 		$287K Sell
16,230
-34,280
-68% -$594K 5.99% 4
2016
Q3 		$871K Sell
50,510
-634,190
-93% -$10.6M 5.02% 10
2016
Q2 		$10.6M Sell
684,700
-10,990
-2% -$167K 0.46% 62
2016
Q1 		$10.7M Sell
695,690
-178,250
-20% -$2.41M 0.41% 74
2015
Q4 		$12.7M Buy
873,940
+471,720
+117% +$6.13M 0.39% 81
2015
Q3 		$5.03M Buy
402,220
+321,950
+401% +$4.07M 0.23% 133
2015
Q2 		$1.07M Buy
+80,270
New +$1.05M 0.02% 346
2015
Q1 		– Sell
-880,420
Closed -$8.86M – 308
2014
Q4 		$8.86M Buy
880,420
+66,320
+8% +$593K 0.08% 223
2014
Q3 		$7.08M Buy
814,100
+62,700
+8% +$490K 0.05% 316
2014
Q2 		$5.42M Buy
+751,400
New +$5.04M 0.04% 359

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Euclid Advisors's AVGO Position: Q1 2017 in Review

Euclid Advisors sold out of Broadcom (AVGO) in Q1 2017, closing a stake of 16,230 shares — an estimated $287K sold.

Euclid Advisors first reported a position in AVGO in Q2 2014 and held it in 10 quarters. The position peaked at $12.7M in Q4 2015. 858 funds tracked by Wall St. Rank hold AVGO as of Q1 2017.

  • Euclid Advisors reported no remaining Broadcom position as of Q1 2017 after selling out during the quarter.
  • Euclid Advisors sold 16,230 Broadcom shares in Q1 2017, an estimated $287K.
  • Euclid Advisors first reported a position in Broadcom in Q2 2014 and held it in 10 quarters.
  • Euclid Advisors's Broadcom position peaked at $12.7M in Q4 2015.
  • 858 funds tracked by Wall St. Rank held Broadcom as of Q1 2017.

Based on Euclid Advisors's 13F filing for Q1 2017.