Harvest Capital Strategies’s Broadcom AVGO Stock Holding History

Harvest Capital Strategies’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
2016 Q4	–	Sell	-114,410	Closed	-$1.97M	–	47
2016 Q3	$1.97M	Sell	114,410 -42,550	-27%	-$712K	0.36%	48
2016 Q2	$2.44M	Sell	156,960 -13,160	-8%	-$200K	0.43%	47
2016 Q1	$2.63M	Buy	170,120 +6,780	+4%	+$91.7K	0.5%	46
2015 Q4	$2.37M	Buy	163,340 +26,100	+19%	+$339K	0.46%	52
2015 Q3	$1.72M	Buy	137,240 +9,710	+8%	+$123K	0.33%	67
2015 Q2	$1.7M	Sell	127,530 -67,630	-35%	-$886K	0.3%	83
2015 Q1	$2.48M	Buy	195,160 +24,540	+14%	+$281K	0.38%	69
2014 Q4	$1.72M	Sell	170,620 -97,160	-36%	-$868K	0.26%	88
2014 Q3	$2.33M	Sell	267,780 -8,160	-3%	-$63.7K	0.31%	75
2014 Q2	$1.99M	Sell	275,940 -39,410	-12%	-$265K	0.25%	87
2014 Q1	$2.03M	Sell	315,350 -32,850	-9%	-$193K	0.28%	82
2013 Q4	$1.84M	Sell	348,200 -100,030	-22%	-$460K	0.27%	85
2013 Q3	$1.93M	Buy	448,230 +104,340	+30%	+$401K	0.31%	80
2013 Q2	$1.28M	Buy	+343,890	New	+$1.2M	0.2%	109

Other funds holding AVGO

Capital World Investors

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

Capital Research Global Investors

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $1.47T AUM 27.86% 1-Year Est. Return

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

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

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return