JWM
AVGO icon

Jacobus Wealth Management’s Broadcom AVGO Stock Holding History

Jacobus Wealth 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
2015
Q3 		– Sell
-7,900
Closed -$105K – 286
2015
Q2 		$105K Hold
7,900
– – 0.03% 305
2015
Q1 		$100K Buy
+7,900
New +$90.6K 0.03% 300

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

Jacobus Wealth Management's AVGO Position: Q3 2015 in Review

Jacobus Wealth Management sold out of Broadcom (AVGO) in Q3 2015, closing a stake of 7,900 shares — an estimated $105K sold.

Jacobus Wealth Management first reported a position in AVGO in Q1 2015 and held it in 2 quarters. The position peaked at $105K in Q2 2015. 599 funds tracked by Wall St. Rank hold AVGO as of Q3 2015.

  • Jacobus Wealth Management reported no remaining Broadcom position as of Q3 2015 after selling out during the quarter.
  • Jacobus Wealth Management sold 7,900 Broadcom shares in Q3 2015, an estimated $105K.
  • Jacobus Wealth Management first reported a position in Broadcom in Q1 2015 and held it in 2 quarters.
  • Jacobus Wealth Management's Broadcom position peaked at $105K in Q2 2015.
  • 599 funds tracked by Wall St. Rank held Broadcom as of Q3 2015.

Based on Jacobus Wealth Management's 13F filing for Q3 2015, filed 9 Nov 2015.