Smith & Howard Wealth Management’s Broadcom AVGO Stock Holding History

Smith & Howard Wealth Management’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	-10,780	Closed	-$236K	–	60
2017 Q1	$236K	Buy	+10,780	New	+$222K	0.11%	43
2015 Q3	–	Sell	-19,450	Closed	-$259K	–	59
2015 Q2	$259K	Sell	19,450 -3,750	-16%	-$49.1K	0.11%	60
2015 Q1	$295K	Buy	+23,200	New	+$266K	0.13%	45

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 $3.37T AUM 44.26% 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

Smith & Howard Wealth Management's AVGO Position: Q2 2017 in Review

Smith & Howard Wealth Management sold out of Broadcom (AVGO) in Q2 2017, closing a stake of 10,780 shares — an estimated $236K sold.

Smith & Howard Wealth Management first reported a position in AVGO in Q1 2015 and held it in 3 quarters. The position peaked at $295K in Q1 2015. 926 funds tracked by Wall St. Rank hold AVGO as of Q2 2017.

Smith & Howard Wealth Management reported no remaining Broadcom position as of Q2 2017 after selling out during the quarter.
Smith & Howard Wealth Management sold 10,780 Broadcom shares in Q2 2017, an estimated $236K.
Smith & Howard Wealth Management first reported a position in Broadcom in Q1 2015 and held it in 3 quarters.
Smith & Howard Wealth Management's Broadcom position peaked at $295K in Q1 2015.
926 funds tracked by Wall St. Rank held Broadcom as of Q2 2017.

Based on Smith & Howard Wealth Management's 13F filing for Q2 2017, filed 11 Aug 2017.