RFS
AVGO icon

Rockefeller Financial Services’s Broadcom AVGO Stock Holding History

Rockefeller 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
2017
Q4 		$5.29M Buy
206,070
+114,750
+126% +$2.98M 0.08% 133
2017
Q3 		$2.21M Buy
91,320
+42,900
+89% +$1.06M 0.04% 147
2017
Q2 		$1.13M Sell
48,420
-500
-1% -$11.6K 0.02% 178
2017
Q1 		$1.07M Hold
48,920
– – 0.02% 183
2016
Q4 		$865K Buy
48,920
+500
+1% +$8.66K 0.02% 206
2016
Q3 		$835K Hold
48,420
– – 0.02% 201
2016
Q2 		$752K Sell
48,420
-680
-1% -$10.4K 0.02% 217
2016
Q1 		$759K Buy
49,100
+47,910
+4,026% +$648K 0.01% 209
2015
Q4 		$17K Hold
1,190
– – ﹤0.01% 483
2015
Q3 		$15K Buy
+1,190
New +$15K ﹤0.01% 464

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Rockefeller Financial Services's AVGO Position: Q4 2017 in Review

Rockefeller Financial Services increased its Broadcom (AVGO) stake by 126% in Q4 2017, buying an estimated $2.98M and bringing the position to 206,070 shares worth $5.29M. The position accounts for 0.08% of the portfolio, ranked #133.

Rockefeller Financial Services first reported a position in AVGO in Q3 2015 and has held it in 10 quarters since. 1,064 funds tracked by Wall St. Rank hold AVGO as of Q4 2017.

  • Rockefeller Financial Services held 206,070 shares of Broadcom worth $5.29M as of Q4 2017.
  • Rockefeller Financial Services bought 114,750 Broadcom shares in Q4 2017, an estimated $2.98M.
  • Broadcom made up 0.08% of Rockefeller Financial Services's portfolio in Q4 2017, its #133 holding.
  • Rockefeller Financial Services first reported a position in Broadcom in Q3 2015 and has held it in 10 quarters since.
  • 1,064 funds tracked by Wall St. Rank held Broadcom as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.