Genovese Burford & Brothers Wealth & Retirement Plan Management’s Broadcom AVGO Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2018 Q3	–	Sell	-750	Closed	-$18K	–	111
2018 Q2	$18K	Hold	750	–	–	0.01%	257
2018 Q1	$18K	Hold	750	–	–	0.01%	264
2017 Q4	$19K	Hold	750	–	–	0.05%	149
2017 Q3	$18K	Hold	750	–	–	0.01%	237
2017 Q2	$17K	Hold	750	–	–	0.01%	235
2017 Q1	$17K	Buy	+750	New	+$15.4K	0.01%	248

Other funds holding AVGO

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

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

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

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

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

Genovese Burford & Brothers Wealth & Retirement Plan Management's AVGO Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Broadcom (AVGO) in Q3 2018, closing a stake of 750 shares — an estimated $18K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in AVGO in Q1 2017 and held it in 6 quarters. The position peaked at $19K in Q4 2017. 1,022 funds tracked by Wall St. Rank hold AVGO as of Q3 2018.

Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Broadcom position as of Q3 2018 after selling out during the quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 750 Broadcom shares in Q3 2018, an estimated $18K.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Broadcom in Q1 2017 and held it in 6 quarters.
Genovese Burford & Brothers Wealth & Retirement Plan Management's Broadcom position peaked at $19K in Q4 2017.
1,022 funds tracked by Wall St. Rank held Broadcom as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.