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Leonetti & Associates’s Broadcom AVGO Stock Holding History

Leonetti & Associates’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
Q4 		– Sell
-235,360
Closed -$5.71M – 41
2017
Q3 		$5.71M Hold
235,360
– – 1.52% 19
2017
Q2 		$5.49M Sell
235,360
-3,750
-2% -$87K 1.55% 17
2017
Q1 		$5.24M Sell
239,110
-271,640
-53% -$5.59M 1.52% 18
2016
Q4 		$9.03M Sell
510,750
-16,500
-3% -$286K 2.66% 13
2016
Q3 		$9.1M Buy
527,250
+2,250
+0.4% +$37.6K 2.57% 14
2016
Q2 		$8.16M Sell
525,000
-5,000
-0.9% -$76.2K 2.34% 14
2016
Q1 		$8.19M Buy
530,000
+26,500
+5% +$358K 2.39% 14
2015
Q4 		$7.31M Buy
503,500
+16,750
+3% +$218K 2.18% 16
2015
Q3 		$6.08M Buy
486,750
+750
+0.2% +$9.47K 1.92% 16
2015
Q2 		$6.46M Buy
486,000
+20,000
+4% +$262K 1.85% 16
2015
Q1 		$5.92M Buy
466,000
+18,500
+4% +$212K 1.76% 19
2014
Q4 		$4.5M Buy
+447,500
New +$4M 1.4% 25

Other funds holding AVGO

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Leonetti & Associates's AVGO Position: Q4 2017 in Review

Leonetti & Associates sold out of Broadcom (AVGO) in Q4 2017, closing a stake of 235,360 shares — an estimated $5.71M sold.

Leonetti & Associates first reported a position in AVGO in Q4 2014 and held it in 12 quarters. The position peaked at $9.1M in Q3 2016. 1,064 funds tracked by Wall St. Rank hold AVGO as of Q4 2017.

  • Leonetti & Associates reported no remaining Broadcom position as of Q4 2017 after selling out during the quarter.
  • Leonetti & Associates sold 235,360 Broadcom shares in Q4 2017, an estimated $5.71M.
  • Leonetti & Associates first reported a position in Broadcom in Q4 2014 and held it in 12 quarters.
  • Leonetti & Associates's Broadcom position peaked at $9.1M in Q3 2016.
  • 1,064 funds tracked by Wall St. Rank held Broadcom as of Q4 2017.

Based on Leonetti & Associates's 13F filing for Q4 2017, filed 15 Feb 2018.