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Levitt Capital Management’s Broadcom AVGO Stock Holding History

Levitt Capital 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
2014
Q2 		$230K Sell
31,930
-139,940
-81% -$939K 0.55% 47
2014
Q1 		$1.11M Buy
+171,870
New +$1.01M 1.05% 22

Other funds holding AVGO

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Levitt Capital Management's AVGO Position: Q2 2014 in Review

Levitt Capital Management reduced its Broadcom (AVGO) stake by 81% in Q2 2014, selling an estimated $939K and leaving 31,930 shares worth $230K. The position accounts for 0.55% of the portfolio, ranked #47.

Levitt Capital Management first reported a position in AVGO in Q1 2014 and has held it in 2 quarters since. The position peaked at $1.11M in Q1 2014. 413 funds tracked by Wall St. Rank hold AVGO as of Q2 2014.

  • Levitt Capital Management held 31,930 shares of Broadcom worth $230K as of Q2 2014.
  • Levitt Capital Management sold 139,940 Broadcom shares in Q2 2014, an estimated $939K.
  • Broadcom made up 0.55% of Levitt Capital Management's portfolio in Q2 2014, its #47 holding.
  • Levitt Capital Management first reported a position in Broadcom in Q1 2014 and has held it in 2 quarters since.
  • Levitt Capital Management's Broadcom position peaked at $1.11M in Q1 2014.
  • 413 funds tracked by Wall St. Rank held Broadcom as of Q2 2014.

Based on Levitt Capital Management's 13F filing for Q2 2014, filed 21 Jul 2014.