Kanaly Trust’s Broadcom AVGO Stock Holding History

Kanaly Trust’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	$30K	Hold	1,670	–	–	0.01%	354
2016 Q3	$29K	Sell	1,670 -610	-27%	-$10.2K	0.01%	353
2016 Q2	$35K	Buy	+2,280	New	+$34.7K	0.01%	336
2016 Q1	–	Sell	-870	Closed	-$13K	–	876
2015 Q4	$13K	Sell	870 -90	-9%	-$1.17K	﹤0.01%	511
2015 Q3	$12K	Hold	960	–	–	﹤0.01%	518
2015 Q2	$13K	Buy	960 +550	+134%	+$7.21K	﹤0.01%	517
2015 Q1	$5K	Hold	410	–	–	﹤0.01%	510
2014 Q4	$4K	Sell	410 -50	-11%	-$447	﹤0.01%	543
2014 Q3	$4K	Hold	460	–	–	﹤0.01%	562
2014 Q2	$3K	Sell	460 -1,570	-77%	-$10.5K	﹤0.01%	581
2014 Q1	$13K	Hold	2,030	–	–	﹤0.01%	448
2013 Q4	$11K	Buy	+2,030	New	+$9.34K	﹤0.01%	435

Other funds holding AVGO

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Kanaly Trust's AVGO Position: Q4 2016 in Review

Kanaly Trust held its Broadcom (AVGO) position steady in Q4 2016 at 1,670 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #354.

Kanaly Trust first reported a position in AVGO in Q4 2013 and has held it in 12 quarters since. The position peaked at $35K in Q2 2016. 840 funds tracked by Wall St. Rank hold AVGO as of Q4 2016.

Kanaly Trust held 1,670 shares of Broadcom worth $30K as of Q4 2016.
Kanaly Trust left its Broadcom share count unchanged in Q4 2016.
Broadcom made up 0.01% of Kanaly Trust's portfolio in Q4 2016, its #354 holding.
Kanaly Trust first reported a position in Broadcom in Q4 2013 and has held it in 12 quarters since.
Kanaly Trust's Broadcom position peaked at $35K in Q2 2016.
840 funds tracked by Wall St. Rank held Broadcom as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.