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Haberer Registered Investment Advisor’s Broadcom AVGO Stock Holding History

Haberer Registered Investment Advisor’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 		– Sell
-780
Closed -$8K – 309
2014
Q4 		$8K Hold
780
– – ﹤0.01% 247
2014
Q3 		$7K Hold
780
– – ﹤0.01% 298
2014
Q2 		$6K Hold
780
– – ﹤0.01% 313
2014
Q1 		$5K Hold
780
– – ﹤0.01% 311
2013
Q4 		$4K Sell
780
-3,000
-79% -$13.8K ﹤0.01% 335
2013
Q3 		$16K Buy
3,780
+780
+26% +$3K 0.01% 239
2013
Q2 		$11K Buy
+3,000
New +$10.5K ﹤0.01% 320

Other funds holding AVGO

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Coatue Management
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
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

Haberer Registered Investment Advisor's AVGO Position: Q1 2015 in Review

Haberer Registered Investment Advisor sold out of Broadcom (AVGO) in Q1 2015, closing a stake of 780 shares — an estimated $8K sold.

Haberer Registered Investment Advisor first reported a position in AVGO in Q2 2013 and held it in 7 quarters. The position peaked at $16K in Q3 2013. 553 funds tracked by Wall St. Rank hold AVGO as of Q1 2015.

  • Haberer Registered Investment Advisor reported no remaining Broadcom position as of Q1 2015 after selling out during the quarter.
  • Haberer Registered Investment Advisor sold 780 Broadcom shares in Q1 2015, an estimated $8K.
  • Haberer Registered Investment Advisor first reported a position in Broadcom in Q2 2013 and held it in 7 quarters.
  • Haberer Registered Investment Advisor's Broadcom position peaked at $16K in Q3 2013.
  • 553 funds tracked by Wall St. Rank held Broadcom as of Q1 2015.

Based on Haberer Registered Investment Advisor's 13F filing for Q1 2015, filed 8 Apr 2015.