Wall Street Associates’s Broadcom AVGO Stock Holding History

Wall Street Associates’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
2016 Q4	$1.13M	Hold	63,910	–	–	0.75%	49
2016 Q3	$1.1M	Hold	63,910	–	–	0.38%	97
2016 Q2	$993K	Hold	63,910	–	–	0.4%	96
2016 Q1	$987K	Buy	+63,910	New	+$864K	0.41%	95
2013 Q4	–	Sell	-105,040	Closed	-$453K	–	310
2013 Q3	$453K	Buy	+105,040	New	+$403K	0.04%	268

Other funds holding AVGO

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wall Street Associates's AVGO Position: Q4 2016 in Review

Wall Street Associates held its Broadcom (AVGO) position steady in Q4 2016 at 63,910 shares worth $1.13M. The position accounts for 0.75% of the portfolio, ranked #49.

Wall Street Associates first reported a position in AVGO in Q3 2013 and has held it in 5 quarters since. 840 funds tracked by Wall St. Rank hold AVGO as of Q4 2016.

Wall Street Associates held 63,910 shares of Broadcom worth $1.13M as of Q4 2016.
Wall Street Associates left its Broadcom share count unchanged in Q4 2016.
Broadcom made up 0.75% of Wall Street Associates's portfolio in Q4 2016, its #49 holding.
Wall Street Associates first reported a position in Broadcom in Q3 2013 and has held it in 5 quarters since.
840 funds tracked by Wall St. Rank held Broadcom as of Q4 2016.

Based on Wall Street Associates's 13F filing for Q4 2016, filed 18 Jan 2017.