FolioMetrix’s Broadcom AVGO Stock Holding History

FolioMetrix’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
2015 Q2	$1.43M	Buy	150,140 +40,680	+37%	+$533K	0.6%	34
2015 Q1	$1.39M	Sell	109,460 -3,800	-3%	-$43.6K	0.7%	34
2014 Q4	$827K	Buy	+113,260	New	+$1.01M	0.59%	44

Other funds holding AVGO

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

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

SLG

Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return

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

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

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

BIT

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

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

FolioMetrix's AVGO Position: Q2 2015 in Review

FolioMetrix increased its Broadcom (AVGO) stake by 37% in Q2 2015, buying an estimated $533K and bringing the position to 150,140 shares worth $1.43M. The position accounts for 0.6% of the portfolio, ranked #34.

FolioMetrix first reported a position in AVGO in Q4 2014 and has held it in 3 quarters since. 610 funds tracked by Wall St. Rank hold AVGO as of Q2 2015.

FolioMetrix held 150,140 shares of Broadcom worth $1.43M as of Q2 2015.
FolioMetrix bought 40,680 Broadcom shares in Q2 2015, an estimated $533K.
Broadcom made up 0.6% of FolioMetrix's portfolio in Q2 2015, its #34 holding.
FolioMetrix first reported a position in Broadcom in Q4 2014 and has held it in 3 quarters since.
610 funds tracked by Wall St. Rank held Broadcom as of Q2 2015.

Based on FolioMetrix's 13F filing for Q2 2015, filed 5 Aug 2015.