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Placemark Investments’s Broadcom AVGO Stock Holding History

Placemark Investments’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 		$2.68M Buy
266,490
+135,660
+104% +$1.21M 0.05% 472
2014
Q3 		$1.14M Buy
130,830
+43,280
+49% +$338K 0.02% 795
2014
Q2 		$632K Sell
87,550
-52,550
-38% -$353K 0.01% 1085
2014
Q1 		$902K Sell
140,100
-61,400
-30% -$360K 0.02% 860
2013
Q4 		$1.06M Sell
201,500
-650
-0.3% -$2.99K 0.02% 832
2013
Q3 		$872K Sell
202,150
-3,170
-2% -$12.2K 0.02% 871
2013
Q2 		$767K Buy
+205,320
New +$716K 0.02% 860

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 16.26% 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 18.14% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

Placemark Investments's AVGO Position: Q4 2014 in Review

Placemark Investments increased its Broadcom (AVGO) stake by 104% in Q4 2014, buying an estimated $1.21M and bringing the position to 266,490 shares worth $2.68M. The position accounts for 0.05% of the portfolio, ranked #472.

Placemark Investments first reported a position in AVGO in Q2 2013 and has held it in 7 quarters since. 507 funds tracked by Wall St. Rank hold AVGO as of Q4 2014.

  • Placemark Investments held 266,490 shares of Broadcom worth $2.68M as of Q4 2014.
  • Placemark Investments bought 135,660 Broadcom shares in Q4 2014, an estimated $1.21M.
  • Broadcom made up 0.05% of Placemark Investments's portfolio in Q4 2014, its #472 holding.
  • Placemark Investments first reported a position in Broadcom in Q2 2013 and has held it in 7 quarters since.
  • 507 funds tracked by Wall St. Rank held Broadcom as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.