Jeffrey Smith’s Broadcom AVGO Stock Holding History

Jeffrey Smith’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 Q4	–	Sell	-114,000	Closed	-$1.43M	–	25
2015 Q3	$1.43M	Buy	+114,000	New	+$1.44M	0.03%	30

Other funds holding AVGO

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SLG

Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return

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

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

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

BIT

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Jeffrey Smith's AVGO Position: Q4 2015 in Review

Jeffrey Smith sold out of Broadcom (AVGO) in Q4 2015, closing a stake of 114,000 shares — an estimated $1.43M sold.

Jeffrey Smith first reported a position in AVGO in Q3 2015 and held it in 1 quarter. The position peaked at $1.43M in Q3 2015. 593 funds tracked by Wall St. Rank hold AVGO as of Q4 2015.

Jeffrey Smith reported no remaining Broadcom position as of Q4 2015 after selling out during the quarter.
Jeffrey Smith sold 114,000 Broadcom shares in Q4 2015, an estimated $1.43M.
Jeffrey Smith first reported a position in Broadcom in Q3 2015 and held it in 1 quarter.
Jeffrey Smith's Broadcom position peaked at $1.43M in Q3 2015.
593 funds tracked by Wall St. Rank held Broadcom as of Q4 2015.

Based on Starboard Value's 13F filing for Q4 2015, filed 12 Feb 2016.