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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

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Oakwood Capital Management's AVGO Position: Q3 2018 in Review

Oakwood Capital Management sold out of Broadcom (AVGO) in Q3 2018, closing a stake of 137,930 shares — an estimated $3.35M sold.

Oakwood Capital Management first reported a position in AVGO in Q3 2016 and held it in 8 quarters. The position peaked at $8.23M in Q3 2017. 1,022 funds tracked by Wall St. Rank hold AVGO as of Q3 2018.

  • Oakwood Capital Management reported no remaining Broadcom position as of Q3 2018 after selling out during the quarter.
  • Oakwood Capital Management sold 137,930 Broadcom shares in Q3 2018, an estimated $3.35M.
  • Oakwood Capital Management first reported a position in Broadcom in Q3 2016 and held it in 8 quarters.
  • Oakwood Capital Management's Broadcom position peaked at $8.23M in Q3 2017.
  • 1,022 funds tracked by Wall St. Rank held Broadcom as of Q3 2018.

Based on Oakwood Capital Management's 13F filing for Q3 2018, filed 2 Nov 2018.