U
AVGO icon

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 		$113K Buy
13,000
+2,000
+18% +$15.6K ﹤0.01% 5847
2014
Q2 		$79K Sell
11,000
-11,000
-50% -$73.8K ﹤0.01% 6241
2014
Q1 		$141K Buy
22,000
+8,000
+57% +$46.9K ﹤0.01% 5587
2013
Q4 		$74K Sell
14,000
-184,000
-93% -$847K ﹤0.01% 6431
2013
Q3 		$853K Buy
198,000
+38,000
+24% +$146K ﹤0.01% 3534
2013
Q2 		$598K Buy
+160,000
New +$558K ﹤0.01% 3916

Other funds holding AVGO

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Invesco
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
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.