UBS’s Broadcom AVGO Stock Holding History

UBS’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
2014 Q3	$444K	Buy	51,000 +22,000	+76%	+$172K	﹤0.01%	4399
2014 Q2	$209K	Buy	29,000 +2,000	+7%	+$13.4K	﹤0.01%	5103
2014 Q1	$174K	Sell	27,000 -111,000	-80%	-$651K	﹤0.01%	5348
2013 Q4	$730K	Buy	138,000 +111,000	+411%	+$511K	﹤0.01%	3895
2013 Q3	$116K	Sell	27,000 -18,000	-40%	-$69.1K	﹤0.01%	5839
2013 Q2	$168K	Buy	+45,000	New	+$157K	﹤0.01%	5294

Other funds holding AVGO

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AIM

abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

UBS's AVGO Position: Q3 2014 in Review

UBS increased its Broadcom (AVGO) stake by 16% in Q3 2014, buying an estimated $6.85M and bringing the position to 6,476,160 shares worth $56.3M. The position accounts for 0.04% of the portfolio, ranked #462.

UBS first reported a position in AVGO in Q2 2013 and has held it in 6 quarters since. 434 funds tracked by Wall St. Rank hold AVGO as of Q3 2014.

UBS held 6,476,160 shares of Broadcom worth $56.3M as of Q3 2014.
UBS bought 877,470 Broadcom shares in Q3 2014, an estimated $6.85M.
Broadcom made up 0.04% of UBS's portfolio in Q3 2014, its #462 holding.
UBS first reported a position in Broadcom in Q2 2013 and has held it in 6 quarters since.
434 funds tracked by Wall St. Rank held Broadcom as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.