EverPoint Asset Management’s Broadcom AVGO Stock Holding History

EverPoint 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
2016 Q4	$15.9M	Buy	900,000 +700,000	+350%	+$12.1M	0.3%	93
2016 Q3	$3.45M	Sell	200,000 -425,000	-68%	-$7.11M	0.06%	287
2016 Q2	$9.71M	Buy	+625,000	New	+$9.52M	0.19%	151
2015 Q3	–	Sell	-275,000	Closed	-$3.66M	–	408
2015 Q2	$3.66M	Buy	275,000 +125,000	+83%	+$1.64M	0.07%	324
2015 Q1	$1.91M	Buy	+150,000	New	+$1.72M	0.04%	421

Other funds holding AVGO

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

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

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

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

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

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 New York $115B AUM 24.78% 1-Year Est. Return

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

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

EverPoint Asset Management's AVGO Position: Q4 2016 in Review

EverPoint Asset Management increased its Broadcom (AVGO) stake by 350% in Q4 2016, buying an estimated $12.1M and bringing the position to 900,000 shares worth $15.9M. The position accounts for 0.3% of the portfolio, ranked #93.

EverPoint Asset Management first reported a position in AVGO in Q1 2015 and has held it in 5 quarters since. 840 funds tracked by Wall St. Rank hold AVGO as of Q4 2016.

EverPoint Asset Management held 900,000 shares of Broadcom worth $15.9M as of Q4 2016.
EverPoint Asset Management bought 700,000 Broadcom shares in Q4 2016, an estimated $12.1M.
Broadcom made up 0.3% of EverPoint Asset Management's portfolio in Q4 2016, its #93 holding.
EverPoint Asset Management first reported a position in Broadcom in Q1 2015 and has held it in 5 quarters since.
840 funds tracked by Wall St. Rank held Broadcom as of Q4 2016.

Based on EverPoint Asset Management's 13F filing for Q4 2016, filed 14 Feb 2017.