Guardian Investor Services’s Broadcom AVGO Stock Holding History

Guardian Investor Services’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 Q1	$225K	Buy	17,710 +220	+1%	+$2.52K	0.18%	141
2014 Q4	$176K	Sell	17,490 -360	-2%	-$3.22K	0.14%	179
2014 Q3	$155K	Sell	17,850 -720	-4%	-$5.62K	0.12%	197
2014 Q2	$134K	Buy	+18,570	New	+$125K	0.1%	236

Other funds holding AVGO

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

BIT

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

AIM

abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

Guardian Investor Services's AVGO Position: Q1 2015 in Review

Guardian Investor Services increased its Broadcom (AVGO) stake by 1.3% in Q1 2015, buying an estimated $2.52K and bringing the position to 17,710 shares worth $225K. The position accounts for 0.18% of the portfolio, ranked #141.

Guardian Investor Services first reported a position in AVGO in Q2 2014 and has held it in 4 quarters since. 553 funds tracked by Wall St. Rank hold AVGO as of Q1 2015.

Guardian Investor Services held 17,710 shares of Broadcom worth $225K as of Q1 2015.
Guardian Investor Services bought 220 Broadcom shares in Q1 2015, an estimated $2.52K.
Broadcom made up 0.18% of Guardian Investor Services's portfolio in Q1 2015, its #141 holding.
Guardian Investor Services first reported a position in Broadcom in Q2 2014 and has held it in 4 quarters since.
553 funds tracked by Wall St. Rank held Broadcom as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.