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Ivory Investment Management’s Broadcom AVGO Stock Holding History

Ivory Investment 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
2018
Q2 		– Sell
-1,481,230
Closed -$34.9M – 26
2018
Q1 		$34.9M Sell
1,481,230
-94,470
-6% -$2.38M 2.11% 20
2017
Q4 		$40.5M Buy
+1,575,700
New +$41M 2.32% 16
2017
Q1 		– Sell
-2,267,000
Closed -$40.1M – 58
2016
Q4 		$40.1M Sell
2,267,000
-2,999,380
-57% -$52M 1.64% 25
2016
Q3 		$90.9M Buy
5,266,380
+365,300
+7% +$6.11M 2.6% 11
2016
Q2 		$76.2M Sell
4,901,080
-2,193,250
-31% -$33.4M 2.11% 9
2016
Q1 		$110M Buy
7,094,330
+456,260
+7% +$6.17M 3.82% 5
2015
Q4 		$96.4M Buy
+6,638,070
New +$86.3M 2.58% 14

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Ivory Investment Management's AVGO Position: Q2 2018 in Review

Ivory Investment Management sold out of Broadcom (AVGO) in Q2 2018, closing a stake of 1,481,230 shares — an estimated $34.9M sold.

Ivory Investment Management first reported a position in AVGO in Q4 2015 and held it in 7 quarters. The position peaked at $110M in Q1 2016. 1,028 funds tracked by Wall St. Rank hold AVGO as of Q2 2018.

  • Ivory Investment Management reported no remaining Broadcom position as of Q2 2018 after selling out during the quarter.
  • Ivory Investment Management sold 1,481,230 Broadcom shares in Q2 2018, an estimated $34.9M.
  • Ivory Investment Management first reported a position in Broadcom in Q4 2015 and held it in 7 quarters.
  • Ivory Investment Management's Broadcom position peaked at $110M in Q1 2016.
  • 1,028 funds tracked by Wall St. Rank held Broadcom as of Q2 2018.

Based on Ivory Investment Management's 13F filing for Q2 2018, filed 14 Aug 2018.