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Insight Capital Research & Management’s Broadcom AVGO Stock Holding History

Insight Capital Research & 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
Q3 		– Sell
-80,950
Closed -$1.89M – 102
2017
Q2 		$1.89M Sell
80,950
-44,960
-36% -$1.04M 1.11% 37
2017
Q1 		$2.76M Sell
125,910
-3,340
-3% -$68.8K 1.55% 24
2016
Q4 		$2.29M Sell
129,250
-1,950
-1% -$33.8K 1.21% 29
2016
Q3 		$2.26M Buy
131,200
+2,260
+2% +$37.8K 1.01% 45
2016
Q2 		$2M Sell
128,940
-72,790
-36% -$1.11M 0.7% 81
2016
Q1 		$3.12M Buy
+201,730
New +$2.73M 0.97% 50
2015
Q3 		– Sell
-345,900
Closed -$4.6M – 90
2015
Q2 		$4.6M Sell
345,900
-101,240
-23% -$1.33M 1.22% 33
2015
Q1 		$5.68M Buy
447,140
+4,950
+1% +$56.7K 1.42% 16
2014
Q4 		$4.45M Buy
442,190
+73,030
+20% +$652K 1.14% 33
2014
Q3 		$3.21M Buy
+369,160
New +$2.88M 0.84% 57
2014
Q2 		– Sell
-814,930
Closed -$5.25M – 125
2014
Q1 		$5.25M Buy
+814,930
New +$4.78M 1.21% 34

Other funds holding AVGO

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Insight Capital Research & Management's AVGO Position: Q3 2017 in Review

Insight Capital Research & Management sold out of Broadcom (AVGO) in Q3 2017, closing a stake of 80,950 shares — an estimated $1.89M sold.

Insight Capital Research & Management first reported a position in AVGO in Q1 2014 and held it in 11 quarters. The position peaked at $5.68M in Q1 2015. 963 funds tracked by Wall St. Rank hold AVGO as of Q3 2017.

  • Insight Capital Research & Management reported no remaining Broadcom position as of Q3 2017 after selling out during the quarter.
  • Insight Capital Research & Management sold 80,950 Broadcom shares in Q3 2017, an estimated $1.89M.
  • Insight Capital Research & Management first reported a position in Broadcom in Q1 2014 and held it in 11 quarters.
  • Insight Capital Research & Management's Broadcom position peaked at $5.68M in Q1 2015.
  • 963 funds tracked by Wall St. Rank held Broadcom as of Q3 2017.

Based on Insight Capital Research & Management's 13F filing for Q3 2017, filed 15 Nov 2017.