Gideon Capital Advisors’s Broadcom AVGO Stock Holding History

Gideon Capital Advisors’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 Q4	–	Sell	-81,970	Closed	-$1.02M	–	194
2015 Q3	$1.02M	Buy	+81,970	New	+$1.04M	0.6%	58
2015 Q2	–	Sell	-88,770	Closed	-$1.13M	–	235
2015 Q1	$1.13M	Buy	+88,770	New	+$1.02M	0.45%	89
2014 Q2	–	Sell	-44,440	Closed	-$286K	–	247
2014 Q1	$286K	Sell	44,440 -19,840	-31%	-$116K	0.16%	162
2013 Q4	$340K	Buy	+64,280	New	+$296K	0.2%	131

Other funds holding AVGO

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

BIT

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

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

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

Gideon Capital Advisors's AVGO Position: Q4 2015 in Review

Gideon Capital Advisors sold out of Broadcom (AVGO) in Q4 2015, closing a stake of 81,970 shares — an estimated $1.02M sold.

Gideon Capital Advisors first reported a position in AVGO in Q4 2013 and held it in 4 quarters. The position peaked at $1.13M in Q1 2015. 593 funds tracked by Wall St. Rank hold AVGO as of Q4 2015.

Gideon Capital Advisors reported no remaining Broadcom position as of Q4 2015 after selling out during the quarter.
Gideon Capital Advisors sold 81,970 Broadcom shares in Q4 2015, an estimated $1.02M.
Gideon Capital Advisors first reported a position in Broadcom in Q4 2013 and held it in 4 quarters.
Gideon Capital Advisors's Broadcom position peaked at $1.13M in Q1 2015.
593 funds tracked by Wall St. Rank held Broadcom as of Q4 2015.

Based on Gideon Capital Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.