IPC
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Independent Portfolio Consultants’s Broadcom AVGO Stock Holding History

Independent Portfolio Consultants’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 		$545K Sell
23,400
-3,820
-14% -$88.6K 0.23% 146
2017
Q1 		$596K Sell
27,220
-16,750
-38% -$345K 0.21% 172
2016
Q4 		$777K Buy
43,970
+2,100
+5% +$36.4K 0.26% 136
2016
Q3 		$722K Buy
41,870
+1,500
+4% +$25.1K 0.23% 155
2016
Q2 		$627K Sell
40,370
-19,380
-32% -$295K 0.2% 180
2016
Q1 		$923K Sell
59,750
-400
-0.7% -$5.41K 0.26% 118
2015
Q4 		$873K Sell
60,150
-52,900
-47% -$687K 0.26% 115
2015
Q3 		$1.41M Sell
113,050
-106,600
-49% -$1.35M 0.31% 103
2015
Q2 		$2.92M Sell
219,650
-55,000
-20% -$721K 0.58% 31
2015
Q1 		$3.49M Sell
274,650
-18,500
-6% -$212K 0.71% 22
2014
Q4 		$2.95M Buy
293,150
+192,300
+191% +$1.72M 0.59% 35
2014
Q3 		$877K Buy
100,850
+22,450
+29% +$175K 0.24% 104
2014
Q2 		$565K Buy
78,400
+8,350
+12% +$56K 0.16% 199
2014
Q1 		$451K Sell
70,050
-14,050
-17% -$82.4K 0.14% 261
2013
Q4 		$445K Buy
84,100
+1,150
+1% +$5.29K 0.16% 269
2013
Q3 		$357K Buy
+82,950
New +$319K 0.14% 313

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Independent Portfolio Consultants's AVGO Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Broadcom (AVGO) stake by 14% in Q2 2017, selling an estimated $88.6K and leaving 23,400 shares worth $545K. The position accounts for 0.23% of the portfolio, ranked #146.

Independent Portfolio Consultants first reported a position in AVGO in Q3 2013 and has held it in 16 quarters since. The position peaked at $3.49M in Q1 2015. 926 funds tracked by Wall St. Rank hold AVGO as of Q2 2017.

  • Independent Portfolio Consultants held 23,400 shares of Broadcom worth $545K as of Q2 2017.
  • Independent Portfolio Consultants sold 3,820 Broadcom shares in Q2 2017, an estimated $88.6K.
  • Broadcom made up 0.23% of Independent Portfolio Consultants's portfolio in Q2 2017, its #146 holding.
  • Independent Portfolio Consultants first reported a position in Broadcom in Q3 2013 and has held it in 16 quarters since.
  • Independent Portfolio Consultants's Broadcom position peaked at $3.49M in Q1 2015.
  • 926 funds tracked by Wall St. Rank held Broadcom as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.