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Winfield Associates’s Broadcom AVGO Stock Holding History

Winfield Associates’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
-7,750
Closed -$191K – 116
2018
Q3 		$191K Sell
7,750
-17,830
-70% -$400K 0.09% 120
2018
Q2 		$621K Buy
25,580
+1,000
+4% +$24.5K 0.33% 63
2018
Q1 		$579K Sell
24,580
-10,390
-30% -$262K 0.31% 73
2017
Q4 		$899K Sell
34,970
-650
-2% -$16.9K 0.45% 54
2017
Q3 		$864K Buy
35,620
+4,430
+14% +$110K 0.45% 54
2017
Q2 		$727K Buy
31,190
+17,040
+120% +$395K 0.4% 60
2017
Q1 		$310K Buy
14,150
+13,350
+1,669% +$275K 0.18% 99
2016
Q4 		$14K Buy
800
+50
+7% +$866 0.01% 314
2016
Q3 		$13K Hold
750
– – 0.01% 307
2016
Q2 		$12K Buy
750
+150
+25% +$2.29K 0.01% 303
2016
Q1 		$9K Buy
+600
New +$8.11K 0.01% 322

Other funds holding AVGO

Capital World Investors
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 $5.72T 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 $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Winfield Associates's AVGO Position: Q4 2018 in Review

Winfield Associates sold out of Broadcom (AVGO) in Q4 2018, closing a stake of 7,750 shares — an estimated $191K sold.

Winfield Associates first reported a position in AVGO in Q1 2016 and held it in 11 quarters. The position peaked at $899K in Q4 2017. 1,128 funds tracked by Wall St. Rank hold AVGO as of Q4 2018.

  • Winfield Associates reported no remaining Broadcom position as of Q4 2018 after selling out during the quarter.
  • Winfield Associates sold 7,750 Broadcom shares in Q4 2018, an estimated $191K.
  • Winfield Associates first reported a position in Broadcom in Q1 2016 and held it in 11 quarters.
  • Winfield Associates's Broadcom position peaked at $899K in Q4 2017.
  • 1,128 funds tracked by Wall St. Rank held Broadcom as of Q4 2018.

Based on Winfield Associates's 13F filing for Q4 2018, filed 31 Jan 2019.