Fusion Family Wealth’s Broadcom AVGO Stock Holding History

Fusion Family Wealth’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	-3,380	Closed	-$60K	–	326
2016 Q4	$60K	Buy	+3,380	New	+$58.6K	0.04%	114

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

Fusion Family Wealth's AVGO Position: Q1 2017 in Review

Fusion Family Wealth sold out of Broadcom (AVGO) in Q1 2017, closing a stake of 3,380 shares — an estimated $60K sold.

Fusion Family Wealth first reported a position in AVGO in Q4 2016 and held it in 1 quarter. The position peaked at $60K in Q4 2016. 858 funds tracked by Wall St. Rank hold AVGO as of Q1 2017.

Fusion Family Wealth reported no remaining Broadcom position as of Q1 2017 after selling out during the quarter.
Fusion Family Wealth sold 3,380 Broadcom shares in Q1 2017, an estimated $60K.
Fusion Family Wealth first reported a position in Broadcom in Q4 2016 and held it in 1 quarter.
Fusion Family Wealth's Broadcom position peaked at $60K in Q4 2016.
858 funds tracked by Wall St. Rank held Broadcom as of Q1 2017.

Based on Fusion Family Wealth's 13F filing for Q1 2017, filed 8 May 2017.