MBT
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Monroe Bank & Trust’s Broadcom AVGO Stock Holding History

Monroe Bank & Trust’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
2017
Q1 		– Sell
-1,180
Closed -$21K – 271
2016
Q4 		$21K Buy
+1,180
New +$20.4K 0.01% 206
2016
Q2 		– Sell
-1,180
Closed -$18K – 135
2016
Q1 		$18K Buy
+1,180
New +$16K 0.01% 233

Other funds holding AVGO

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Monroe Bank & Trust's AVGO Position: Q1 2017 in Review

Monroe Bank & Trust sold out of Broadcom (AVGO) in Q1 2017, closing a stake of 1,180 shares — an estimated $21K sold.

Monroe Bank & Trust first reported a position in AVGO in Q1 2016 and held it in 2 quarters. The position peaked at $21K in Q4 2016. 858 funds tracked by Wall St. Rank hold AVGO as of Q1 2017.

  • Monroe Bank & Trust reported no remaining Broadcom position as of Q1 2017 after selling out during the quarter.
  • Monroe Bank & Trust sold 1,180 Broadcom shares in Q1 2017, an estimated $21K.
  • Monroe Bank & Trust first reported a position in Broadcom in Q1 2016 and held it in 2 quarters.
  • Monroe Bank & Trust's Broadcom position peaked at $21K in Q4 2016.
  • 858 funds tracked by Wall St. Rank held Broadcom as of Q1 2017.

Based on Monroe Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.