HCM
AVGO icon

Herndon Capital Management’s Broadcom AVGO Stock Holding History

Herndon Capital Management’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
2017
Q2 		$15K Hold
640
– – ﹤0.01% 111
2017
Q1 		$14K Hold
640
– – ﹤0.01% 111
2016
Q4 		$11K Sell
640
-24,670
-97% -$427K ﹤0.01% 126
2016
Q3 		$437K Sell
25,310
-28,940
-53% -$484K 0.02% 55
2016
Q2 		$843K Sell
54,250
-34,710
-39% -$529K 0.03% 62
2016
Q1 		$1.37M Sell
88,960
-1,620
-2% -$21.9K 0.03% 76
2015
Q4 		$1.31M Sell
90,580
-150
-0.2% -$1.95K 0.03% 86
2015
Q3 		$1.13M Buy
90,730
+250
+0.3% +$3.16K 0.02% 92
2015
Q2 		$1.2M Sell
90,480
-31,130
-26% -$408K 0.02% 105
2015
Q1 		$1.54M Sell
121,610
-5,250
-4% -$60.2K 0.02% 95
2014
Q4 		$1.28M Sell
126,860
-850
-0.7% -$7.59K 0.02% 109
2014
Q3 		$1.11M Buy
+127,710
New +$997K 0.01% 114

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return