SBA
AVGO icon

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

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BlackRock
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return