VSR Financial Services’s Broadcom AVGO Stock Holding History

VSR Financial Services’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
2015 Q1	–	Sell	-27,470	Closed	-$276K	–	561
2014 Q4	$276K	Buy	+27,470	New	+$245K	0.03%	447

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

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

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

BIT

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

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

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

BFA

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

AIM

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

VSR Financial Services's AVGO Position: Q1 2015 in Review

VSR Financial Services sold out of Broadcom (AVGO) in Q1 2015, closing a stake of 27,470 shares — an estimated $276K sold.

VSR Financial Services first reported a position in AVGO in Q4 2014 and held it in 1 quarter. The position peaked at $276K in Q4 2014. 553 funds tracked by Wall St. Rank hold AVGO as of Q1 2015.

VSR Financial Services reported no remaining Broadcom position as of Q1 2015 after selling out during the quarter.
VSR Financial Services sold 27,470 Broadcom shares in Q1 2015, an estimated $276K.
VSR Financial Services first reported a position in Broadcom in Q4 2014 and held it in 1 quarter.
VSR Financial Services's Broadcom position peaked at $276K in Q4 2014.
553 funds tracked by Wall St. Rank held Broadcom as of Q1 2015.

Based on VSR Financial Services's 13F filing for Q1 2015, filed 13 May 2015.