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New England Securities’s Broadcom AVGO Stock Holding History

New England Securities’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
2014
Q4 		$36K Sell
3,580
-1,620
-31% -$14.5K 0.01% 678
2014
Q3 		$45K Buy
5,200
+4,450
+593% +$34.8K 0.02% 638
2014
Q2 		$5K Buy
+750
New +$5.03K ﹤0.01% 1296

Other funds holding AVGO

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

New England Securities's AVGO Position: Q4 2014 in Review

New England Securities reduced its Broadcom (AVGO) stake by 31% in Q4 2014, selling an estimated $14.5K and leaving 3,580 shares worth $36K. The position accounts for 0.01% of the portfolio, ranked #678.

New England Securities first reported a position in AVGO in Q2 2014 and has held it in 3 quarters since. The position peaked at $45K in Q3 2014. 507 funds tracked by Wall St. Rank hold AVGO as of Q4 2014.

  • New England Securities held 3,580 shares of Broadcom worth $36K as of Q4 2014.
  • New England Securities sold 1,620 Broadcom shares in Q4 2014, an estimated $14.5K.
  • Broadcom made up 0.01% of New England Securities's portfolio in Q4 2014, its #678 holding.
  • New England Securities first reported a position in Broadcom in Q2 2014 and has held it in 3 quarters since.
  • New England Securities's Broadcom position peaked at $45K in Q3 2014.
  • 507 funds tracked by Wall St. Rank held Broadcom as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.