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Mader & Shannon Wealth Management’s Broadcom AVGO Stock Holding History

Mader & Shannon Wealth 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
2018
Q1 		– Sell
-133,340
Closed -$3.42M – 13
2017
Q4 		$3.42M Buy
133,340
+3,870
+3% +$101K 2.5% 16
2017
Q3 		$3.14M Buy
+129,470
New +$3.2M 2.02% 16

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mader & Shannon Wealth Management's AVGO Position: Q1 2018 in Review

Mader & Shannon Wealth Management sold out of Broadcom (AVGO) in Q1 2018, closing a stake of 133,340 shares — an estimated $3.42M sold.

Mader & Shannon Wealth Management first reported a position in AVGO in Q3 2017 and held it in 2 quarters. The position peaked at $3.42M in Q4 2017. 939 funds tracked by Wall St. Rank hold AVGO as of Q1 2018.

  • Mader & Shannon Wealth Management reported no remaining Broadcom position as of Q1 2018 after selling out during the quarter.
  • Mader & Shannon Wealth Management sold 133,340 Broadcom shares in Q1 2018, an estimated $3.42M.
  • Mader & Shannon Wealth Management first reported a position in Broadcom in Q3 2017 and held it in 2 quarters.
  • Mader & Shannon Wealth Management's Broadcom position peaked at $3.42M in Q4 2017.
  • 939 funds tracked by Wall St. Rank held Broadcom as of Q1 2018.

Based on Mader & Shannon Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.