OCM
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Oakwood Capital Management’s Broadcom AVGO Stock Holding History

Oakwood Capital Management’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 		– Sell
-137,930
Closed -$3.35M – 46
2018
Q2 		$3.35M Sell
137,930
-120,370
-47% -$2.95M 1.41% 35
2018
Q1 		$6.09M Sell
258,300
-200
-0.1% -$5.04K 2.6% 14
2017
Q4 		$6.64M Sell
258,500
-80,950
-24% -$2.1M 1.47% 23
2017
Q3 		$8.23M Buy
339,450
+100
+0% +$2.47K 1.92% 15
2017
Q2 		$7.91M Sell
339,350
-13,850
-4% -$321K 1.95% 14
2017
Q1 		$7.73M Buy
353,200
+150
+0% +$3.09K 1.93% 14
2016
Q4 		$6.24M Buy
353,050
+112,850
+47% +$1.96M 1.6% 21
2016
Q3 		$4.14M Buy
+240,200
New +$4.02M 1.06% 42

Other funds holding AVGO

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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 $5.7T 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 $431B 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 $1.47T AUM 27.86% 1-Year Est. Return