IMS
AVGO icon

Index Management Solutions’s Broadcom AVGO Stock Holding History

Index Management Solutions’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
2015
Q3 		$12K Sell
980
-1,060
-52% -$13.4K 0.01% 492
2015
Q2 		$27K Sell
2,040
-950
-32% -$12.4K 0.03% 429
2015
Q1 		$38K Sell
2,990
-93,810
-97% -$1.08M 0.03% 183
2014
Q4 		$974K Buy
96,800
+95,790
+9,484% +$856K 0.13% 163
2014
Q3 		$9K Buy
+1,010
New +$7.89K ﹤0.01% 1027

Other funds holding AVGO

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $1.9T AUM 41.92% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Index Management Solutions's AVGO Position: Q3 2015 in Review

Index Management Solutions reduced its Broadcom (AVGO) stake by 52% in Q3 2015, selling an estimated $13.4K and leaving 980 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #492.

Index Management Solutions first reported a position in AVGO in Q3 2014 and has held it in 5 quarters since. The position peaked at $974K in Q4 2014. 599 funds tracked by Wall St. Rank hold AVGO as of Q3 2015.

  • Index Management Solutions held 980 shares of Broadcom worth $12K as of Q3 2015.
  • Index Management Solutions sold 1,060 Broadcom shares in Q3 2015, an estimated $13.4K.
  • Broadcom made up 0.01% of Index Management Solutions's portfolio in Q3 2015, its #492 holding.
  • Index Management Solutions first reported a position in Broadcom in Q3 2014 and has held it in 5 quarters since.
  • Index Management Solutions's Broadcom position peaked at $974K in Q4 2014.
  • 599 funds tracked by Wall St. Rank held Broadcom as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.