Investors Capital Advisory Services’s Broadcom AVGO Stock Holding History

Investors Capital Advisory Services’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 Q2	$2.38M	Buy	153,270 +22,530	+17%	+$343K	0.46%	48
2016 Q1	$2.02M	Buy	130,740 +57,040	+77%	+$771K	0.4%	51
2015 Q4	$1.07M	Buy	73,700 +11,070	+18%	+$144K	0.21%	135
2015 Q3	$781K	Buy	62,630 +1,390	+2%	+$17.6K	0.16%	188
2015 Q2	$813K	Buy	61,240 +29,090	+90%	+$381K	0.15%	199
2015 Q1	$407K	Buy	+32,150	New	+$369K	0.08%	362

Other funds holding AVGO

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 $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SLG

Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Investors Capital Advisory Services's AVGO Position: Q2 2016 in Review

Investors Capital Advisory Services increased its Broadcom (AVGO) stake by 17% in Q2 2016, buying an estimated $343K and bringing the position to 153,270 shares worth $2.38M. The position accounts for 0.46% of the portfolio, ranked #48.

Investors Capital Advisory Services first reported a position in AVGO in Q1 2015 and has held it in 6 quarters since. 751 funds tracked by Wall St. Rank hold AVGO as of Q2 2016.

Investors Capital Advisory Services held 153,270 shares of Broadcom worth $2.38M as of Q2 2016.
Investors Capital Advisory Services bought 22,530 Broadcom shares in Q2 2016, an estimated $343K.
Broadcom made up 0.46% of Investors Capital Advisory Services's portfolio in Q2 2016, its #48 holding.
Investors Capital Advisory Services first reported a position in Broadcom in Q1 2015 and has held it in 6 quarters since.
751 funds tracked by Wall St. Rank held Broadcom as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.