National Investment Services’s Broadcom AVGO Stock Holding History

National Investment Services’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 Q4	–	Sell	-30,510	Closed	-$753K	–	75
2018 Q3	$753K	Sell	30,510 -3,760	-11%	-$84.3K	0.74%	56
2018 Q2	$832K	Sell	34,270 -80	-0.2%	-$1.96K	0.78%	46
2018 Q1	$809K	Sell	34,350 -49,790	-59%	-$1.25M	0.75%	44
2017 Q4	$2.16M	Sell	84,140 -6,240	-7%	-$162K	2.08%	22
2017 Q3	$2.19M	Sell	90,380 -330	-0.4%	-$8.16K	2.25%	17
2017 Q2	$2.11M	Sell	90,710 -76,540	-46%	-$1.78M	2.22%	23
2017 Q1	$3.66M	Sell	167,250 -6,130	-4%	-$126K	3.66%	3
2016 Q4	$3.06M	Sell	173,380 -2,210	-1%	-$38.3K	3.38%	7
2016 Q3	$3.03M	Buy	175,590 +58,420	+50%	+$977K	3.42%	6
2016 Q2	$1.82M	Buy	+117,170	New	+$1.78M	2.08%	30

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 $1.9T AUM 41.92% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

National Investment Services's AVGO Position: Q4 2018 in Review

National Investment Services sold out of Broadcom (AVGO) in Q4 2018, closing a stake of 30,510 shares — an estimated $753K sold.

National Investment Services first reported a position in AVGO in Q2 2016 and held it in 10 quarters. The position peaked at $3.66M in Q1 2017. 1,129 funds tracked by Wall St. Rank hold AVGO as of Q4 2018.

National Investment Services reported no remaining Broadcom position as of Q4 2018 after selling out during the quarter.
National Investment Services sold 30,510 Broadcom shares in Q4 2018, an estimated $753K.
National Investment Services first reported a position in Broadcom in Q2 2016 and held it in 10 quarters.
National Investment Services's Broadcom position peaked at $3.66M in Q1 2017.
1,129 funds tracked by Wall St. Rank held Broadcom as of Q4 2018.

Based on National Investment Services's 13F filing for Q4 2018, filed 2 Jan 2019.