ZBI Equities’s Broadcom AVGO Stock Holding History

ZBI Equities’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 Q1	–	Sell	-11,833,000	Closed	-$62.6M	–	1
2013 Q4	$62.6M	Buy	+11,833,000	New	+$54.4M	3.39%	14

Other funds holding AVGO

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BIT

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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

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

ZBI Equities's AVGO Position: Q1 2014 in Review

ZBI Equities sold out of Broadcom (AVGO) in Q1 2014, closing a stake of 11,833,000 shares — an estimated $62.6M sold.

ZBI Equities first reported a position in AVGO in Q4 2013 and held it in 1 quarter. The position peaked at $62.6M in Q4 2013. 359 funds tracked by Wall St. Rank hold AVGO as of Q1 2014.

ZBI Equities reported no remaining Broadcom position as of Q1 2014 after selling out during the quarter.
ZBI Equities sold 11,833,000 Broadcom shares in Q1 2014, an estimated $62.6M.
ZBI Equities first reported a position in Broadcom in Q4 2013 and held it in 1 quarter.
ZBI Equities's Broadcom position peaked at $62.6M in Q4 2013.
359 funds tracked by Wall St. Rank held Broadcom as of Q1 2014.

Based on ZBI Equities's 13F filing for Q1 2014.