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LBA Wealth Management’s Broadcom AVGO Stock Holding History

LBA 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
2017
Q1 		$86K Buy
3,920
+1,200
+44% +$24.7K 0.05% 158
2016
Q4 		$48K Buy
2,720
+1,980
+268% +$34.3K 0.03% 193
2016
Q3 		$13K Hold
740
– – 0.01% 299
2016
Q2 		$11K Hold
740
– – 0.01% 303
2016
Q1 		$11K Buy
740
+20
+3% +$270 0.01% 289
2015
Q4 		$10K Buy
+720
New +$9.36K 0.01% 291

Other funds holding AVGO

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LBA Wealth Management's AVGO Position: Q1 2017 in Review

LBA Wealth Management increased its Broadcom (AVGO) stake by 44% in Q1 2017, buying an estimated $24.7K and bringing the position to 3,920 shares worth $86K. The position accounts for 0.05% of the portfolio, ranked #158.

LBA Wealth Management first reported a position in AVGO in Q4 2015 and has held it in 6 quarters since. 858 funds tracked by Wall St. Rank hold AVGO as of Q1 2017.

  • LBA Wealth Management held 3,920 shares of Broadcom worth $86K as of Q1 2017.
  • LBA Wealth Management bought 1,200 Broadcom shares in Q1 2017, an estimated $24.7K.
  • Broadcom made up 0.05% of LBA Wealth Management's portfolio in Q1 2017, its #158 holding.
  • LBA Wealth Management first reported a position in Broadcom in Q4 2015 and has held it in 6 quarters since.
  • 858 funds tracked by Wall St. Rank held Broadcom as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.