Avantax Planning Partners’s Universal Display OLED Stock Holding History

Avantax Planning Partners’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
2018 Q2	–	Sell	-49	Closed	-$5K	–	1078
2018 Q1	$5K	Buy	+49	New	+$7.37K	﹤0.01%	1341

Other funds holding OLED

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WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Avantax Planning Partners's OLED Position: Q2 2018 in Review

Avantax Planning Partners sold out of Universal Display (OLED) in Q2 2018, closing a stake of 49 shares — an estimated $5K sold.

Avantax Planning Partners first reported a position in OLED in Q1 2018 and held it in 1 quarter. The position peaked at $5K in Q1 2018. 309 funds tracked by Wall St. Rank hold OLED as of Q2 2018.

Avantax Planning Partners reported no remaining Universal Display position as of Q2 2018 after selling out during the quarter.
Avantax Planning Partners sold 49 Universal Display shares in Q2 2018, an estimated $5K.
Avantax Planning Partners first reported a position in Universal Display in Q1 2018 and held it in 1 quarter.
Avantax Planning Partners's Universal Display position peaked at $5K in Q1 2018.
309 funds tracked by Wall St. Rank held Universal Display as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.