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Systematic Financial Management’s Broadcom AVGO Stock Holding History

Systematic Financial 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
2018
Q4 		– Sell
-53,520
Closed -$1.32M – 638
2018
Q3 		$1.32M Buy
+53,520
New +$1.2M 0.03% 452
2016
Q4 		– Sell
-546,200
Closed -$9.42M – 634
2016
Q3 		$9.42M Sell
546,200
-16,860
-3% -$282K 0.13% 192
2016
Q2 		$8.75M Buy
563,060
+46,370
+9% +$706K 0.12% 191
2016
Q1 		$7.98M Buy
+516,690
New +$6.99M 0.1% 210
2015
Q4 		– Sell
-912,520
Closed -$11.4M – 612
2015
Q3 		$11.4M Buy
912,520
+119,600
+15% +$1.51M 0.12% 193
2015
Q2 		$10.5M Buy
+792,920
New +$10.4M 0.09% 243

Other funds holding AVGO

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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 $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Systematic Financial Management's AVGO Position: Q4 2018 in Review

Systematic Financial Management sold out of Broadcom (AVGO) in Q4 2018, closing a stake of 53,520 shares — an estimated $1.32M sold.

Systematic Financial Management first reported a position in AVGO in Q2 2015 and held it in 6 quarters. The position peaked at $11.4M in Q3 2015. 1,128 funds tracked by Wall St. Rank hold AVGO as of Q4 2018.

  • Systematic Financial Management reported no remaining Broadcom position as of Q4 2018 after selling out during the quarter.
  • Systematic Financial Management sold 53,520 Broadcom shares in Q4 2018, an estimated $1.32M.
  • Systematic Financial Management first reported a position in Broadcom in Q2 2015 and held it in 6 quarters.
  • Systematic Financial Management's Broadcom position peaked at $11.4M in Q3 2015.
  • 1,128 funds tracked by Wall St. Rank held Broadcom as of Q4 2018.

Based on Systematic Financial Management's 13F filing for Q4 2018, filed 13 Feb 2019.