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Lebenthal Asset Management’s Broadcom AVGO Stock Holding History

Lebenthal Asset 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
2016
Q4 		– Sell
-2,920
Closed -$50K – 350
2016
Q3 		$50K Sell
2,920
-44,620
-94% -$746K 0.01% 421
2016
Q2 		$739K Buy
+47,540
New +$724K 0.1% 218

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lebenthal Asset Management's AVGO Position: Q4 2016 in Review

Lebenthal Asset Management sold out of Broadcom (AVGO) in Q4 2016, closing a stake of 2,920 shares — an estimated $50K sold.

Lebenthal Asset Management first reported a position in AVGO in Q2 2016 and held it in 2 quarters. The position peaked at $739K in Q2 2016. 840 funds tracked by Wall St. Rank hold AVGO as of Q4 2016.

  • Lebenthal Asset Management reported no remaining Broadcom position as of Q4 2016 after selling out during the quarter.
  • Lebenthal Asset Management sold 2,920 Broadcom shares in Q4 2016, an estimated $50K.
  • Lebenthal Asset Management first reported a position in Broadcom in Q2 2016 and held it in 2 quarters.
  • Lebenthal Asset Management's Broadcom position peaked at $739K in Q2 2016.
  • 840 funds tracked by Wall St. Rank held Broadcom as of Q4 2016.

Based on Lebenthal Asset Management's 13F filing for Q4 2016, filed 15 Feb 2017.