Mariner Wealth Advisors (Cincinnati)’s Broadcom AVGO Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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	$959K	Sell	38,850 -27,710	-42%	-$621K	0.05%	144
2018 Q2	$1.61M	Sell	66,560 -29,490	-31%	-$723K	0.1%	111
2018 Q1	$2.26M	Sell	96,050 -742,410	-89%	-$18.7M	0.14%	90
2017 Q4	$21.5M	Sell	838,460 -185,040	-18%	-$4.81M	1.3%	25
2017 Q3	$24.8M	Buy	1,023,500 +10,930	+1%	+$270K	1.61%	14
2017 Q2	$23.6M	Buy	1,012,570 +6,880	+0.7%	+$160K	1.64%	13
2017 Q1	$22M	Buy	1,005,690 +50,170	+5%	+$1.03M	1.58%	14
2016 Q4	$16.9M	Buy	955,520 +255,680	+37%	+$4.43M	1.32%	29
2016 Q3	$12.1M	Buy	+699,840	New	+$11.7M	1.03%	41

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

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

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

Mariner Wealth Advisors (Cincinnati)'s AVGO Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) reduced its Broadcom (AVGO) stake by 42% in Q3 2018, selling an estimated $621K and leaving 38,850 shares worth $959K. The position accounts for 0.05% of the portfolio, ranked #144.

Mariner Wealth Advisors (Cincinnati) first reported a position in AVGO in Q3 2016 and has held it in 9 quarters since. The position peaked at $24.8M in Q3 2017. 1,021 funds tracked by Wall St. Rank hold AVGO as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 38,850 shares of Broadcom worth $959K as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) sold 27,710 Broadcom shares in Q3 2018, an estimated $621K.
Broadcom made up 0.05% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #144 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in Broadcom in Q3 2016 and has held it in 9 quarters since.
Mariner Wealth Advisors (Cincinnati)'s Broadcom position peaked at $24.8M in Q3 2017.
1,021 funds tracked by Wall St. Rank held Broadcom as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.