Virtus Fund Advisers’s Broadcom AVGO Stock Holding History

Virtus Fund Advisers’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 Q4	$4M	Sell	155,750 -3,470	-2%	-$90.2K	0.04%	242
2017 Q3	$3.86M	Sell	159,220 -19,320	-11%	-$478K	0.04%	250
2017 Q2	$4.28M	Buy	+178,540	New	+$4.14M	0.04%	256
2015 Q1	–	Sell	-2,900	Closed	-$29K	–	899
2014 Q4	$29K	Hold	2,900	–	–	﹤0.01%	883
2014 Q3	$25K	Sell	2,900 -22,510	-89%	-$176K	﹤0.01%	919
2014 Q2	$183K	Buy	+25,410	New	+$171K	﹤0.01%	1002

Other funds holding AVGO

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Virtus Fund Advisers's AVGO Position: Q4 2017 in Review

Virtus Fund Advisers reduced its Broadcom (AVGO) stake by 2.2% in Q4 2017, selling an estimated $90.2K and leaving 155,750 shares worth $4M. The position accounts for 0.04% of the portfolio, ranked #242.

Virtus Fund Advisers first reported a position in AVGO in Q2 2014 and has held it in 6 quarters since. The position peaked at $4.28M in Q2 2017. 1,064 funds tracked by Wall St. Rank hold AVGO as of Q4 2017.

Virtus Fund Advisers held 155,750 shares of Broadcom worth $4M as of Q4 2017.
Virtus Fund Advisers sold 3,470 Broadcom shares in Q4 2017, an estimated $90.2K.
Broadcom made up 0.04% of Virtus Fund Advisers's portfolio in Q4 2017, its #242 holding.
Virtus Fund Advisers first reported a position in Broadcom in Q2 2014 and has held it in 6 quarters since.
Virtus Fund Advisers's Broadcom position peaked at $4.28M in Q2 2017.
1,064 funds tracked by Wall St. Rank held Broadcom as of Q4 2017.

Based on Virtus Fund Advisers's 13F filing for Q4 2017, filed 9 Feb 2018.