Lucus Advisors’s Broadcom AVGO Stock Holding History

Lucus Advisors’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 Q1	–	Sell	-12,660	Closed	-$325K	–	200
2017 Q4	$325K	Buy	+12,660	New	+$329K	0.47%	157

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

Lucus Advisors's AVGO Position: Q1 2018 in Review

Lucus Advisors sold out of Broadcom (AVGO) in Q1 2018, closing a stake of 12,660 shares — an estimated $325K sold.

Lucus Advisors first reported a position in AVGO in Q4 2017 and held it in 1 quarter. The position peaked at $325K in Q4 2017. 939 funds tracked by Wall St. Rank hold AVGO as of Q1 2018.

Lucus Advisors reported no remaining Broadcom position as of Q1 2018 after selling out during the quarter.
Lucus Advisors sold 12,660 Broadcom shares in Q1 2018, an estimated $325K.
Lucus Advisors first reported a position in Broadcom in Q4 2017 and held it in 1 quarter.
Lucus Advisors's Broadcom position peaked at $325K in Q4 2017.
939 funds tracked by Wall St. Rank held Broadcom as of Q1 2018.

Based on Lucus Advisors's 13F filing for Q1 2018, filed 15 May 2018.