Morgens Waterfall Vintiadis & Co’s Broadcom AVGO Stock Holding History

Morgens Waterfall Vintiadis & Co’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 Q3	–	Sell	-110,000	Closed	-$2.56M	–	50
2017 Q2	$2.56M	Hold	110,000	–	–	2.49%	19
2017 Q1	$2.41M	Buy	+110,000	New	+$2.27M	2.13%	24
2016 Q2	–	Sell	-140,000	Closed	-$2.16M	–	52
2016 Q1	$2.16M	Buy	140,000 +40,000	+40%	+$541K	1.5%	28
2015 Q4	$1.45M	Sell	100,000 -150,000	-60%	-$1.95M	0.61%	31
2015 Q3	$3.13M	Buy	+250,000	New	+$3.16M	1.72%	14

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

BlackRock New York $5.72T AUM 30.48% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Morgens Waterfall Vintiadis & Co's AVGO Position: Q3 2017 in Review

Morgens Waterfall Vintiadis & Co sold out of Broadcom (AVGO) in Q3 2017, closing a stake of 110,000 shares — an estimated $2.56M sold.

Morgens Waterfall Vintiadis & Co first reported a position in AVGO in Q3 2015 and held it in 5 quarters. The position peaked at $3.13M in Q3 2015. 963 funds tracked by Wall St. Rank hold AVGO as of Q3 2017.

Morgens Waterfall Vintiadis & Co reported no remaining Broadcom position as of Q3 2017 after selling out during the quarter.
Morgens Waterfall Vintiadis & Co sold 110,000 Broadcom shares in Q3 2017, an estimated $2.56M.
Morgens Waterfall Vintiadis & Co first reported a position in Broadcom in Q3 2015 and held it in 5 quarters.
Morgens Waterfall Vintiadis & Co's Broadcom position peaked at $3.13M in Q3 2015.
963 funds tracked by Wall St. Rank held Broadcom as of Q3 2017.

Based on Morgens Waterfall Vintiadis & Co's 13F filing for Q3 2017, filed 14 Nov 2017.