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Marcus Capital’s Broadcom AVGO Stock Holding History

Marcus Capital’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
Q3 		$543K Buy
22,000
+7,000
+47% +$157K 1.58% 28
2018
Q2 		$364K Buy
15,000
+6,250
+71% +$153K 1.16% 31
2018
Q1 		$206K Buy
+8,750
New +$220K 0.76% 41

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Marcus Capital's AVGO Position: Q3 2018 in Review

Marcus Capital increased its Broadcom (AVGO) stake by 47% in Q3 2018, buying an estimated $157K and bringing the position to 22,000 shares worth $543K. The position accounts for 1.58% of the portfolio, ranked #28.

Marcus Capital first reported a position in AVGO in Q1 2018 and has held it in 3 quarters since. 1,021 funds tracked by Wall St. Rank hold AVGO as of Q3 2018.

  • Marcus Capital held 22,000 shares of Broadcom worth $543K as of Q3 2018.
  • Marcus Capital bought 7,000 Broadcom shares in Q3 2018, an estimated $157K.
  • Broadcom made up 1.58% of Marcus Capital's portfolio in Q3 2018, its #28 holding.
  • Marcus Capital first reported a position in Broadcom in Q1 2018 and has held it in 3 quarters since.
  • 1,021 funds tracked by Wall St. Rank held Broadcom as of Q3 2018.

Based on Marcus Capital's 13F filing for Q3 2018, filed 13 Nov 2018.