MFW
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Mosaic Family Wealth’s Broadcom AVGO Stock Holding History

Mosaic Family Wealth’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
2019
Q2 		– Sell
-2,710
Closed -$81K – 197
2019
Q1 		$81K Buy
2,710
+100
+4% +$2.71K 0.03% 264
2018
Q4 		$66K Buy
2,610
+650
+33% +$15.3K 0.03% 276
2018
Q3 		$44K Hold
1,960
– – 0.02% 336
2018
Q2 		$48K Sell
1,960
-140
-7% -$3.43K 0.02% 314
2018
Q1 		$49K Sell
2,100
-2,600
-55% -$65.5K 0.02% 313
2017
Q4 		$121K Sell
4,700
-8,940
-66% -$232K 0.04% 213
2017
Q3 		$331K Buy
13,640
+1,080
+9% +$26.7K 0.13% 130
2017
Q2 		$293K Sell
12,560
-70
-0.6% -$1.62K 0.12% 134
2017
Q1 		$277K Sell
12,630
-490
-4% -$10.1K 0.12% 141
2016
Q4 		$232K Sell
13,120
-1,830
-12% -$31.7K 0.11% 155
2016
Q3 		$258K Sell
14,950
-350
-2% -$5.85K 0.12% 143
2016
Q2 		$238K Sell
15,300
-1,910
-11% -$29.1K 0.12% 147
2016
Q1 		$265K Buy
+17,210
New +$233K 0.13% 123

Other funds holding AVGO

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Mosaic Family Wealth's AVGO Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Broadcom (AVGO) in Q2 2019, closing a stake of 2,710 shares — an estimated $81K sold.

Mosaic Family Wealth first reported a position in AVGO in Q1 2016 and held it in 13 quarters. The position peaked at $331K in Q3 2017. 1,243 funds tracked by Wall St. Rank hold AVGO as of Q2 2019.

  • Mosaic Family Wealth reported no remaining Broadcom position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 2,710 Broadcom shares in Q2 2019, an estimated $81K.
  • Mosaic Family Wealth first reported a position in Broadcom in Q1 2016 and held it in 13 quarters.
  • Mosaic Family Wealth's Broadcom position peaked at $331K in Q3 2017.
  • 1,243 funds tracked by Wall St. Rank held Broadcom as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.