Integrated Wealth Management (Palm Desert)’s Broadcom AVGO Stock Holding History

Integrated Wealth Management (Palm Desert)’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	–	Sell	-320	Closed	-$6K	–	286
2016 Q3	$6K	Hold	320	–	–	﹤0.01%	858
2016 Q2	$5K	Buy	320 +270	+540%	+$4.11K	﹤0.01%	903
2016 Q1	$1K	Buy	+50	New	+$676	﹤0.01%	1069
2015 Q2	–	Sell	-210	Closed	-$2K	–	1352
2015 Q1	$2K	Buy	+210	New	+$2.41K	﹤0.01%	1074

Other funds holding AVGO

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s AVGO Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Broadcom (AVGO) in Q4 2016, closing a stake of 320 shares — an estimated $6K sold.

Integrated Wealth Management (Palm Desert) first reported a position in AVGO in Q1 2015 and held it in 4 quarters. The position peaked at $6K in Q3 2016. 840 funds tracked by Wall St. Rank hold AVGO as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Broadcom position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 320 Broadcom shares in Q4 2016, an estimated $6K.
Integrated Wealth Management (Palm Desert) first reported a position in Broadcom in Q1 2015 and held it in 4 quarters.
Integrated Wealth Management (Palm Desert)'s Broadcom position peaked at $6K in Q3 2016.
840 funds tracked by Wall St. Rank held Broadcom as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.