WFG Advisors’s Broadcom AVGO Stock Holding History

WFG Advisors’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 Q2	$75K	Buy	3,200 +700	+28%	+$16.2K	0.02%	599
2017 Q1	$55K	Sell	2,500 -3,500	-58%	-$72.1K	0.01%	633
2016 Q4	$106K	Hold	6,000	–	–	0.03%	507
2016 Q3	$104K	Hold	6,000	–	–	0.03%	507
2016 Q2	$93K	Hold	6,000	–	–	0.02%	513
2016 Q1	$93K	Buy	+6,000	New	+$81.1K	0.03%	486
2015 Q4	–	Sell	-6,000	Closed	-$75K	–	1566
2015 Q3	$75K	Hold	6,000	–	–	0.02%	528
2015 Q2	$80K	Hold	6,000	–	–	0.02%	594
2015 Q1	$76K	Hold	6,000	–	–	0.02%	613
2014 Q4	$60K	Buy	+6,000	New	+$53.6K	0.01%	810

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

WFG Advisors's AVGO Position: Q2 2017 in Review

WFG Advisors increased its Broadcom (AVGO) stake by 28% in Q2 2017, buying an estimated $16.2K and bringing the position to 3,200 shares worth $75K. The position accounts for 0.02% of the portfolio, ranked #599.

WFG Advisors first reported a position in AVGO in Q4 2014 and has held it in 10 quarters since. The position peaked at $106K in Q4 2016. 926 funds tracked by Wall St. Rank hold AVGO as of Q2 2017.

WFG Advisors held 3,200 shares of Broadcom worth $75K as of Q2 2017.
WFG Advisors bought 700 Broadcom shares in Q2 2017, an estimated $16.2K.
Broadcom made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #599 holding.
WFG Advisors first reported a position in Broadcom in Q4 2014 and has held it in 10 quarters since.
WFG Advisors's Broadcom position peaked at $106K in Q4 2016.
926 funds tracked by Wall St. Rank held Broadcom as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.