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MSI Financial Services’s Broadcom AVGO Stock Holding History

MSI Financial Services’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
2016
Q4 		$970K Buy
54,920
+21,550
+65% +$373K 0.03% 457
2016
Q3 		$575K Sell
33,370
-9,610
-22% -$161K 0.02% 621
2016
Q2 		$668K Buy
42,980
+12,840
+43% +$196K 0.02% 536
2016
Q1 		$466K Sell
30,140
-1,400
-4% -$18.9K 0.02% 620
2015
Q4 		$458K Buy
31,540
+9,800
+45% +$127K 0.02% 586
2015
Q3 		$272K Buy
21,740
+190
+0.9% +$2.4K 0.02% 553
2015
Q2 		$286K Buy
21,550
+7,430
+53% +$97.4K 0.02% 612
2015
Q1 		$179K Buy
14,120
+3,560
+34% +$40.8K 0.01% 779
2014
Q4 		$106K Buy
10,560
+8,700
+468% +$77.7K 0.01% 792
2014
Q3 		$16K Buy
1,860
+1,000
+116% +$7.81K ﹤0.01% 1593
2014
Q2 		$6K Buy
860
+250
+41% +$1.68K ﹤0.01% 1985
2014
Q1 		$4K Sell
610
-2,190
-78% -$12.8K ﹤0.01% 2059
2013
Q4 		$15K Buy
2,800
+1,110
+66% +$5.11K ﹤0.01% 1506
2013
Q3 		$7K Sell
1,690
-3,340
-66% -$12.8K ﹤0.01% 1580
2013
Q2 		$19K Buy
+5,030
New +$17.5K ﹤0.01% 1257

Other funds holding AVGO

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MSI Financial Services's AVGO Position: Q4 2016 in Review

MSI Financial Services increased its Broadcom (AVGO) stake by 65% in Q4 2016, buying an estimated $373K and bringing the position to 54,920 shares worth $970K. The position accounts for 0.03% of the portfolio, ranked #457.

MSI Financial Services first reported a position in AVGO in Q2 2013 and has held it in 15 quarters since. 840 funds tracked by Wall St. Rank hold AVGO as of Q4 2016.

  • MSI Financial Services held 54,920 shares of Broadcom worth $970K as of Q4 2016.
  • MSI Financial Services bought 21,550 Broadcom shares in Q4 2016, an estimated $373K.
  • Broadcom made up 0.03% of MSI Financial Services's portfolio in Q4 2016, its #457 holding.
  • MSI Financial Services first reported a position in Broadcom in Q2 2013 and has held it in 15 quarters since.
  • 840 funds tracked by Wall St. Rank held Broadcom as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.