Numeric Investors’s Broadcom AVGO Stock Holding History

Numeric Investors’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 Q4	$974K	Buy	37,900 +17,600	+87%	+$458K	0.01%	751
2017 Q3	$492K	Buy	20,300 +11,400	+128%	+$282K	﹤0.01%	881
2017 Q2	$207K	Buy	+8,900	New	+$206K	﹤0.01%	978
2016 Q3	–	Sell	-13,000	Closed	-$202K	–	1053
2016 Q2	$202K	Buy	+13,000	New	+$198K	﹤0.01%	968
2015 Q1	–	Sell	-145,000	Closed	-$1.46M	–	885
2014 Q4	$1.46M	Buy	+145,000	New	+$1.3M	0.02%	388

Other funds holding AVGO

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

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

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

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

Numeric Investors's AVGO Position: Q4 2017 in Review

Numeric Investors increased its Broadcom (AVGO) stake by 87% in Q4 2017, buying an estimated $458K and bringing the position to 37,900 shares worth $974K. The position accounts for 0.01% of the portfolio, ranked #751.

Numeric Investors first reported a position in AVGO in Q4 2014 and has held it in 5 quarters since. The position peaked at $1.46M in Q4 2014. 1,064 funds tracked by Wall St. Rank hold AVGO as of Q4 2017.

Numeric Investors held 37,900 shares of Broadcom worth $974K as of Q4 2017.
Numeric Investors bought 17,600 Broadcom shares in Q4 2017, an estimated $458K.
Broadcom made up 0.01% of Numeric Investors's portfolio in Q4 2017, its #751 holding.
Numeric Investors first reported a position in Broadcom in Q4 2014 and has held it in 5 quarters since.
Numeric Investors's Broadcom position peaked at $1.46M in Q4 2014.
1,064 funds tracked by Wall St. Rank held Broadcom as of Q4 2017.

Based on Numeric Investors's 13F filing for Q4 2017, filed 14 Feb 2018.