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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 0.29% 48
2016
Q2 		$2.44M Sell
156,960
-13,160
-8% -$200K 0.34% 47
2016
Q1 		$2.63M Buy
170,120
+6,780
+4% +$91.7K 0.31% 46
2015
Q4 		$2.37M Buy
163,340
+26,100
+19% +$339K 0.32% 52
2015
Q3 		$1.72M Buy
137,240
+9,710
+8% +$123K 0.31% 67
2015
Q2 		$1.7M Sell
127,530
-67,630
-35% -$886K 0.22% 83
2015
Q1 		$2.48M Buy
195,160
+24,540
+14% +$281K 0.22% 69
2014
Q4 		$1.72M Sell
170,620
-97,160
-36% -$868K 0.19% 88
2014
Q3 		$2.33M Sell
267,780
-8,160
-3% -$63.7K 0.19% 75
2014
Q2 		$1.99M Sell
275,940
-39,410
-12% -$265K 0.11% 87
2014
Q1 		$2.03M Sell
315,350
-32,850
-9% -$193K 0.15% 82
2013
Q4 		$1.84M Sell
348,200
-100,030
-22% -$460K 0.22% 85
2013
Q3 		$1.93M Buy
448,230
+104,340
+30% +$401K 0.12% 80
2013
Q2 		$1.28M Buy
+343,890
New +$1.2M 0.11% 109

Other funds holding AVGO

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Harvest Capital Strategies's AVGO Position: Q4 2016 in Review

Harvest Capital Strategies sold out of Broadcom (AVGO) in Q4 2016, closing a stake of 114,410 shares — an estimated $1.97M sold.

Harvest Capital Strategies first reported a position in AVGO in Q2 2013 and held it in 14 quarters. The position peaked at $2.63M in Q1 2016. 840 funds tracked by Wall St. Rank hold AVGO as of Q4 2016.

  • Harvest Capital Strategies reported no remaining Broadcom position as of Q4 2016 after selling out during the quarter.
  • Harvest Capital Strategies sold 114,410 Broadcom shares in Q4 2016, an estimated $1.97M.
  • Harvest Capital Strategies first reported a position in Broadcom in Q2 2013 and held it in 14 quarters.
  • Harvest Capital Strategies's Broadcom position peaked at $2.63M in Q1 2016.
  • 840 funds tracked by Wall St. Rank held Broadcom as of Q4 2016.

Based on Harvest Capital Strategies's 13F filing for Q4 2016, filed 14 Feb 2017.