LGC
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Laurel Grove Capital’s Broadcom AVGO Stock Holding History

Laurel Grove Capital’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
2018
Q3 		$2.4M Sell
97,290
-34,700
-26% -$778K 1.21% 28
2018
Q2 		$3.2M Sell
131,990
-23,800
-15% -$584K 1.7% 21
2018
Q1 		$3.67M Sell
155,790
-25,100
-14% -$632K 1.97% 20
2017
Q4 		$4.65M Buy
180,890
+57,890
+47% +$1.5M 2.41% 12
2017
Q3 		$2.98M Buy
+123,000
New +$3.04M 1.55% 22

Other funds holding AVGO

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Laurel Grove Capital's AVGO Position: Q3 2018 in Review

Laurel Grove Capital reduced its Broadcom (AVGO) stake by 26% in Q3 2018, selling an estimated $778K and leaving 97,290 shares worth $2.4M. The position accounts for 1.21% of the portfolio, ranked #28.

Laurel Grove Capital first reported a position in AVGO in Q3 2017 and has held it in 5 quarters since. The position peaked at $4.65M in Q4 2017. 1,022 funds tracked by Wall St. Rank hold AVGO as of Q3 2018.

  • Laurel Grove Capital held 97,290 shares of Broadcom worth $2.4M as of Q3 2018.
  • Laurel Grove Capital sold 34,700 Broadcom shares in Q3 2018, an estimated $778K.
  • Broadcom made up 1.21% of Laurel Grove Capital's portfolio in Q3 2018, its #28 holding.
  • Laurel Grove Capital first reported a position in Broadcom in Q3 2017 and has held it in 5 quarters since.
  • Laurel Grove Capital's Broadcom position peaked at $4.65M in Q4 2017.
  • 1,022 funds tracked by Wall St. Rank held Broadcom as of Q3 2018.

Based on Laurel Grove Capital's 13F filing for Q3 2018, filed 12 Oct 2018.