SII Investments’s Broadcom AVGO Stock Holding History

SII 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
2017 Q2	–	Sell	-14,150	Closed	-$313K	–	600
2017 Q1	$313K	Buy	14,150 +830	+6%	+$17.1K	0.02%	450
2016 Q4	$234K	Buy	+13,320	New	+$231K	0.02%	511

Other funds holding AVGO

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SII Investments's AVGO Position: Q2 2017 in Review

SII Investments sold out of Broadcom (AVGO) in Q2 2017, closing a stake of 14,150 shares — an estimated $313K sold.

SII Investments first reported a position in AVGO in Q4 2016 and held it in 2 quarters. The position peaked at $313K in Q1 2017. 926 funds tracked by Wall St. Rank hold AVGO as of Q2 2017.

SII Investments reported no remaining Broadcom position as of Q2 2017 after selling out during the quarter.
SII Investments sold 14,150 Broadcom shares in Q2 2017, an estimated $313K.
SII Investments first reported a position in Broadcom in Q4 2016 and held it in 2 quarters.
SII Investments's Broadcom position peaked at $313K in Q1 2017.
926 funds tracked by Wall St. Rank held Broadcom as of Q2 2017.

Based on SII Investments's 13F filing for Q2 2017, filed 14 Aug 2017.