AWM
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Affinity Wealth Management’s Universal Display OLED Stock Holding History

Affinity Wealth Management’s Portfolio OLED Stock Details OLED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		$495K Buy
+3,839
New +$464K 0.3% 28

Other funds holding OLED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCI
Columbus Circle Investors $2.28B AUM 135.57% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Affinity Wealth Management's OLED Position: Q3 2017 in Review

Affinity Wealth Management opened a new position in Universal Display (OLED) in Q3 2017: 3,839 shares worth $495K. The stake represents 0.3% of the portfolio and ranks #28 among its holdings.

324 funds tracked by Wall St. Rank hold OLED as of Q3 2017.

  • Affinity Wealth Management held 3,839 shares of Universal Display worth $495K as of Q3 2017.
  • Universal Display was a new Affinity Wealth Management position in Q3 2017.
  • Universal Display made up 0.3% of Affinity Wealth Management's portfolio in Q3 2017, its #28 holding.
  • 324 funds tracked by Wall St. Rank held Universal Display as of Q3 2017.

Based on Affinity Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.