LifePlan Financial Group’s Broadcom AVGO Stock Holding History

LifePlan Financial Group’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
2018 Q2	–	Sell	-100	Closed	-$2K	–	520
2018 Q1	$2K	Buy	+100	New	+$2.52K	﹤0.01%	458

Other funds holding AVGO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LifePlan Financial Group's AVGO Position: Q2 2018 in Review

LifePlan Financial Group sold out of Broadcom (AVGO) in Q2 2018, closing a stake of 100 shares — an estimated $2K sold.

LifePlan Financial Group first reported a position in AVGO in Q1 2018 and held it in 1 quarter. The position peaked at $2K in Q1 2018. 1,028 funds tracked by Wall St. Rank hold AVGO as of Q2 2018.

LifePlan Financial Group reported no remaining Broadcom position as of Q2 2018 after selling out during the quarter.
LifePlan Financial Group sold 100 Broadcom shares in Q2 2018, an estimated $2K.
LifePlan Financial Group first reported a position in Broadcom in Q1 2018 and held it in 1 quarter.
LifePlan Financial Group's Broadcom position peaked at $2K in Q1 2018.
1,028 funds tracked by Wall St. Rank held Broadcom as of Q2 2018.

Based on LifePlan Financial Group's 13F filing for Q2 2018, filed 25 Jul 2018.