SIIU
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Scotia Institutional Investments US’s Broadcom AVGO Stock Holding History

Scotia Institutional Investments US’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
2013
Q3 		$15.9M Buy
3,686,300
+3,680,840
+67,415% +$14.1M 14.19% 2
2013
Q2 		$20K Buy
+5,460
New +$19K 0.04% 31

Other funds holding AVGO

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Scotia Institutional Investments US's AVGO Position: Q3 2013 in Review

Scotia Institutional Investments US increased its Broadcom (AVGO) stake by 67,415% in Q3 2013, buying an estimated $14.1M and bringing the position to 3,686,300 shares worth $15.9M. The position accounts for 14.19% of the portfolio, ranked #2.

Scotia Institutional Investments US first reported a position in AVGO in Q2 2013 and has held it in 2 quarters since. 299 funds tracked by Wall St. Rank hold AVGO as of Q3 2013.

  • Scotia Institutional Investments US held 3,686,300 shares of Broadcom worth $15.9M as of Q3 2013.
  • Scotia Institutional Investments US bought 3,680,840 Broadcom shares in Q3 2013, an estimated $14.1M.
  • Broadcom made up 14.19% of Scotia Institutional Investments US's portfolio in Q3 2013, its #2 holding.
  • Scotia Institutional Investments US first reported a position in Broadcom in Q2 2013 and has held it in 2 quarters since.
  • 299 funds tracked by Wall St. Rank held Broadcom as of Q3 2013.

Based on Scotia Institutional Investments US's 13F filing for Q3 2013, filed 14 Nov 2013.