SBA
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Seven Bridges Advisors’s Broadcom AVGO Stock Holding History

Seven Bridges Advisors’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
2018
Q1 		– Sell
-35,390
Closed -$909K – 13
2017
Q4 		$909K Hold
35,390
– – 0.74% 42
2017
Q3 		$858K Buy
35,390
+11,940
+51% +$295K 0.72% 43
2017
Q2 		$547K Sell
23,450
-2,800
-11% -$65K 0.49% 59
2017
Q1 		$575K Sell
26,250
-1,190
-4% -$24.5K 0.55% 57
2016
Q4 		$485K Sell
27,440
-25,710
-48% -$445K 0.49% 59
2016
Q3 		$917K Sell
53,150
-15,350
-22% -$257K 0.81% 35
2016
Q2 		$1.06M Buy
68,500
+8,880
+15% +$135K 0.91% 35
2016
Q1 		$921K Buy
59,620
+21,060
+55% +$285K 0.73% 45
2015
Q4 		$560K Buy
+38,560
New +$501K 0.56% 57

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Seven Bridges Advisors's AVGO Position: Q1 2018 in Review

Seven Bridges Advisors sold out of Broadcom (AVGO) in Q1 2018, closing a stake of 35,390 shares — an estimated $909K sold.

Seven Bridges Advisors first reported a position in AVGO in Q4 2015 and held it in 9 quarters. The position peaked at $1.06M in Q2 2016. 938 funds tracked by Wall St. Rank hold AVGO as of Q1 2018.

  • Seven Bridges Advisors reported no remaining Broadcom position as of Q1 2018 after selling out during the quarter.
  • Seven Bridges Advisors sold 35,390 Broadcom shares in Q1 2018, an estimated $909K.
  • Seven Bridges Advisors first reported a position in Broadcom in Q4 2015 and held it in 9 quarters.
  • Seven Bridges Advisors's Broadcom position peaked at $1.06M in Q2 2016.
  • 938 funds tracked by Wall St. Rank held Broadcom as of Q1 2018.

Based on Seven Bridges Advisors's 13F filing for Q1 2018, filed 9 May 2018.