First New York Securities’s Broadcom AVGO Stock Holding History

First New York Securities’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	$177	Sell	10 -30	-75%	-$520	﹤0.01%	85
2016 Q3	$690	Hold	40	–	–	﹤0.01%	242
2016 Q2	$622	Hold	40	–	–	﹤0.01%	202
2016 Q1	$618	Buy	+40	New	+$541	﹤0.01%	238

Other funds holding AVGO

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

First New York Securities's AVGO Position: Q4 2016 in Review

First New York Securities reduced its Broadcom (AVGO) stake by 75% in Q4 2016, selling an estimated $520 and leaving 10 shares worth $177. The position accounts for ﹤0.01% of the portfolio, ranked #85.

First New York Securities first reported a position in AVGO in Q1 2016 and has held it in 4 quarters since. The position peaked at $690 in Q3 2016. 840 funds tracked by Wall St. Rank hold AVGO as of Q4 2016.

First New York Securities held 10 shares of Broadcom worth $177 as of Q4 2016.
First New York Securities sold 30 Broadcom shares in Q4 2016, an estimated $520.
Broadcom made up ﹤0.01% of First New York Securities's portfolio in Q4 2016, its #85 holding.
First New York Securities first reported a position in Broadcom in Q1 2016 and has held it in 4 quarters since.
First New York Securities's Broadcom position peaked at $690 in Q3 2016.
840 funds tracked by Wall St. Rank held Broadcom as of Q4 2016.

Based on First New York Securities's 13F filing for Q4 2016, filed 7 Feb 2017.