PHH Investments’s Broadcom AVGO Stock Holding History

PHH 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
2018 Q3	–	Sell	-21,530	Closed	-$522K	–	83
2018 Q2	$522K	Buy	21,530 +1,530	+8%	+$37.5K	0.16%	65
2018 Q1	$471K	Buy	+20,000	New	+$504K	0.15%	68

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

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

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

PHH Investments's AVGO Position: Q3 2018 in Review

PHH Investments sold out of Broadcom (AVGO) in Q3 2018, closing a stake of 21,530 shares — an estimated $522K sold.

PHH Investments first reported a position in AVGO in Q1 2018 and held it in 2 quarters. The position peaked at $522K in Q2 2018. 1,021 funds tracked by Wall St. Rank hold AVGO as of Q3 2018.

PHH Investments reported no remaining Broadcom position as of Q3 2018 after selling out during the quarter.
PHH Investments sold 21,530 Broadcom shares in Q3 2018, an estimated $522K.
PHH Investments first reported a position in Broadcom in Q1 2018 and held it in 2 quarters.
PHH Investments's Broadcom position peaked at $522K in Q2 2018.
1,021 funds tracked by Wall St. Rank held Broadcom as of Q3 2018.

Based on PHH Investments's 13F filing for Q3 2018, filed 13 Nov 2018.