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Turner Investments’s Broadcom AVGO Stock Holding History

Turner 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
Q3 		– Sell
-34,970
Closed -$815K – 93
2017
Q2 		$815K Sell
34,970
-1,300
-4% -$30.2K 0.54% 66
2017
Q1 		$794K Sell
36,270
-151,400
-81% -$3.12M 0.52% 71
2016
Q4 		$3.32M Sell
187,670
-95,100
-34% -$1.65M 1.34% 6
2016
Q3 		$4.88M Sell
282,770
-128,800
-31% -$2.15M 1.61% 13
2016
Q2 		$6.4M Buy
411,570
+19,600
+5% +$299K 2% 5
2016
Q1 		$6.05M Buy
391,970
+26,700
+7% +$361K 1.64% 7
2015
Q4 		$5.3M Sell
365,270
-227,100
-38% -$2.95M 1.1% 25
2015
Q3 		$7.41M Sell
592,370
-77,300
-12% -$977K 1.5% 8
2015
Q2 		$8.9M Sell
669,670
-9,700
-1% -$127K 1.63% 4
2015
Q1 		$8.63M Sell
679,370
-410,610
-38% -$4.71M 1.55% 5
2014
Q4 		$11M Sell
1,089,980
-1,432,320
-57% -$12.8M 1.3% 3
2014
Q3 		$21.9M Sell
2,522,300
-1,520,650
-38% -$11.9M 1.32% 4
2014
Q2 		$29.1M Sell
4,042,950
-6,465,150
-62% -$43.4M 1.29% 12
2014
Q1 		$67.7M Sell
10,508,100
-1,069,580
-9% -$6.27M 1.8% 2
2013
Q4 		$61.2M Sell
11,577,680
-2,529,710
-18% -$11.6M 1.09% 6
2013
Q3 		$60.8M Buy
14,107,390
+1,290,280
+10% +$4.96M 1% 10
2013
Q2 		$47.9M Buy
+12,817,110
New +$44.7M 0.64% 26

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Turner Investments's AVGO Position: Q3 2017 in Review

Turner Investments sold out of Broadcom (AVGO) in Q3 2017, closing a stake of 34,970 shares — an estimated $815K sold.

Turner Investments first reported a position in AVGO in Q2 2013 and held it in 17 quarters. The position peaked at $67.7M in Q1 2014. 963 funds tracked by Wall St. Rank hold AVGO as of Q3 2017.

  • Turner Investments reported no remaining Broadcom position as of Q3 2017 after selling out during the quarter.
  • Turner Investments sold 34,970 Broadcom shares in Q3 2017, an estimated $815K.
  • Turner Investments first reported a position in Broadcom in Q2 2013 and held it in 17 quarters.
  • Turner Investments's Broadcom position peaked at $67.7M in Q1 2014.
  • 963 funds tracked by Wall St. Rank held Broadcom as of Q3 2017.

Based on Turner Investments's 13F filing for Q3 2017, filed 8 Nov 2017.