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Gerald L. Ray & Associates’s Broadcom AVGO Stock Holding History

Gerald L. Ray & Associates’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
Q3 		$623K Buy
25,700
+8,100
+46% +$200K 0.08% 209
2017
Q2 		$410K Buy
17,600
+7,500
+74% +$174K 0.05% 241
2017
Q1 		$221K Buy
+10,100
New +$208K 0.03% 301

Other funds holding AVGO

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Gerald L. Ray & Associates's AVGO Position: Q3 2017 in Review

Gerald L. Ray & Associates increased its Broadcom (AVGO) stake by 46% in Q3 2017, buying an estimated $200K and bringing the position to 25,700 shares worth $623K. The position accounts for 0.08% of the portfolio, ranked #209.

Gerald L. Ray & Associates first reported a position in AVGO in Q1 2017 and has held it in 3 quarters since. 963 funds tracked by Wall St. Rank hold AVGO as of Q3 2017.

  • Gerald L. Ray & Associates held 25,700 shares of Broadcom worth $623K as of Q3 2017.
  • Gerald L. Ray & Associates bought 8,100 Broadcom shares in Q3 2017, an estimated $200K.
  • Broadcom made up 0.08% of Gerald L. Ray & Associates's portfolio in Q3 2017, its #209 holding.
  • Gerald L. Ray & Associates first reported a position in Broadcom in Q1 2017 and has held it in 3 quarters since.
  • 963 funds tracked by Wall St. Rank held Broadcom as of Q3 2017.

Based on Gerald L. Ray & Associates's 13F filing for Q3 2017, filed 31 Oct 2017.