Longer Investments’s Broadcom AVGO Stock Holding History

Longer Investments’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
2019 Q1	$2.19M	Buy	+72,850	New	+$1.98M	2.59%	15
2018 Q3	–	Sell	-98,290	Closed	-$2.38M	–	33
2018 Q2	$2.38M	Sell	98,290 -2,260	-2%	-$55.4K	2.32%	17
2018 Q1	$2.37M	Buy	100,550 +7,140	+8%	+$180K	2.59%	17
2017 Q4	$2.4M	Buy	93,410 +26,080	+39%	+$678K	2.01%	23
2017 Q3	$1.63M	Sell	67,330 -300	-0.4%	-$7.42K	1.46%	32
2017 Q2	$1.58M	Sell	67,630 -33,000	-33%	-$766K	1.38%	33
2017 Q1	$2.2M	Sell	100,630 -40,270	-29%	-$829K	2.12%	18
2016 Q4	$2.49M	Sell	140,900 -2,730	-2%	-$47.3K	2.28%	16
2016 Q3	$2.48M	Buy	143,630 +5,530	+4%	+$92.5K	2.15%	12
2016 Q2	$2.15M	Buy	+138,100	New	+$2.1M	2.36%	16

Other funds holding AVGO

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Longer Investments's AVGO Position: Q1 2019 in Review

Longer Investments opened a new position in Broadcom (AVGO) in Q1 2019: 72,850 shares worth $2.19M. The stake represents 2.59% of the portfolio and ranks #15 among its holdings. This is a return to the name: Longer Investments previously reported a position in AVGO as recently as Q2 2018.

Longer Investments first reported a position in AVGO in Q2 2016 and has held it in 10 quarters since. The position peaked at $2.49M in Q4 2016. 1,224 funds tracked by Wall St. Rank hold AVGO as of Q1 2019.

Longer Investments held 72,850 shares of Broadcom worth $2.19M as of Q1 2019.
Broadcom was a new Longer Investments position in Q1 2019.
Broadcom made up 2.59% of Longer Investments's portfolio in Q1 2019, its #15 holding.
Longer Investments first reported a position in Broadcom in Q2 2016 and has held it in 10 quarters since.
Longer Investments's Broadcom position peaked at $2.49M in Q4 2016.
1,224 funds tracked by Wall St. Rank held Broadcom as of Q1 2019.

Based on Longer Investments's 13F filing for Q1 2019, filed 22 Apr 2019.