First Western Capital Management’s Broadcom AVGO Stock Holding History

First Western Capital 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
2019 Q1	–	Sell	-12,240	Closed	-$311K	–	27
2018 Q4	$311K	Sell	12,240 -6,100	-33%	-$144K	2.82%	21
2018 Q3	$452K	Sell	18,340 -1,260	-6%	-$28.3K	2.03%	24
2018 Q2	$475K	Buy	19,600 +760	+4%	+$18.6K	2.15%	27
2018 Q1	$444K	Sell	18,840 -3,000	-14%	-$75.5K	2.11%	23
2017 Q4	$561K	Hold	21,840	–	–	0.32%	58
2017 Q3	$530K	Sell	21,840 -2,360	-10%	-$58.4K	0.32%	58
2017 Q2	$564K	Sell	24,200 -6,460	-21%	-$150K	0.34%	63
2017 Q1	$671K	Sell	30,660 -32,600	-52%	-$671K	0.41%	61
2016 Q4	$1.12M	Sell	63,260 -198,500	-76%	-$3.44M	0.61%	52
2016 Q3	$4.52M	Buy	261,760 +2,220	+0.9%	+$37.1K	1.76%	15
2016 Q2	$4.03M	Sell	259,540 -82,810	-24%	-$1.26M	1.47%	23
2016 Q1	$5.29M	Buy	342,350 +4,410	+1%	+$59.6K	1.88%	14
2015 Q4	$4.91M	Buy	337,940 +5,440	+2%	+$70.7K	1.53%	14
2015 Q3	$4.16M	Buy	332,500 +27,600	+9%	+$349K	1.39%	18
2015 Q2	$4.05M	Sell	304,900 -52,110	-15%	-$683K	1.3%	17
2015 Q1	$4.53M	Sell	357,010 -25,180	-7%	-$289K	1.36%	20
2014 Q4	$3.84M	Sell	382,190 -35,500	-8%	-$317K	1.13%	32
2014 Q3	$3.63M	Sell	417,690 -8,970	-2%	-$70K	1.07%	34
2014 Q2	$3.08M	Sell	426,660 -3,400	-0.8%	-$22.8K	1.01%	37
2014 Q1	$2.77M	Sell	430,060 -44,390	-9%	-$260K	0.98%	34
2013 Q4	$2.51M	Buy	+474,450	New	+$2.18M	0.87%	40

Other funds holding AVGO

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

First Western Capital Management's AVGO Position: Q1 2019 in Review

First Western Capital Management sold out of Broadcom (AVGO) in Q1 2019, closing a stake of 12,240 shares — an estimated $311K sold.

First Western Capital Management first reported a position in AVGO in Q4 2013 and held it in 21 quarters. The position peaked at $5.29M in Q1 2016. 1,224 funds tracked by Wall St. Rank hold AVGO as of Q1 2019.

First Western Capital Management reported no remaining Broadcom position as of Q1 2019 after selling out during the quarter.
First Western Capital Management sold 12,240 Broadcom shares in Q1 2019, an estimated $311K.
First Western Capital Management first reported a position in Broadcom in Q4 2013 and held it in 21 quarters.
First Western Capital Management's Broadcom position peaked at $5.29M in Q1 2016.
1,224 funds tracked by Wall St. Rank held Broadcom as of Q1 2019.

Based on First Western Capital Management's 13F filing for Q1 2019, filed 14 May 2019.