Hellman Jordan Management Company’s Broadcom AVGO Stock Holding History

Hellman Jordan Management Company’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	$1.23M	Sell	69,780 -200	-0.3%	-$3.46K	1.69%	20
2016 Q3	$1.19M	Buy	69,980 +20,360	+41%	+$341K	1.2%	24
2016 Q2	$771K	Sell	49,620 -14,620	-23%	-$223K	1.56%	21
2016 Q1	$992K	Buy	+64,240	New	+$868K	2.53%	24

Other funds holding AVGO

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

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

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

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

BIT

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

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 $432B AUM 30.22% 1-Year Est. Return

Hellman Jordan Management Company's AVGO Position: Q4 2016 in Review

Hellman Jordan Management Company reduced its Broadcom (AVGO) stake by 0.29% in Q4 2016, selling an estimated $3.46K and leaving 69,780 shares worth $1.23M. The position accounts for 1.69% of the portfolio, ranked #20.

Hellman Jordan Management Company first reported a position in AVGO in Q1 2016 and has held it in 4 quarters since. 840 funds tracked by Wall St. Rank hold AVGO as of Q4 2016.

Hellman Jordan Management Company held 69,780 shares of Broadcom worth $1.23M as of Q4 2016.
Hellman Jordan Management Company sold 200 Broadcom shares in Q4 2016, an estimated $3.46K.
Broadcom made up 1.69% of Hellman Jordan Management Company's portfolio in Q4 2016, its #20 holding.
Hellman Jordan Management Company first reported a position in Broadcom in Q1 2016 and has held it in 4 quarters since.
840 funds tracked by Wall St. Rank held Broadcom as of Q4 2016.

Based on Hellman Jordan Management Company's 13F filing for Q4 2016, filed 1 Feb 2017.