BSW Wealth Partners’s Universal Display OLED Stock Holding History

BSW Wealth 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
2019 Q4	–	Sell	-650	Closed	-$109K	–	147
2019 Q3	$109K	Buy	650 +12	+2%	+$2.4K	0.04%	107
2019 Q2	$120K	Buy	+638	New	+$106K	0.05%	105

Other funds holding OLED

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

WRF

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

GAM

Griffin Asset Management New York $887M AUM 21.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

BSW Wealth Partners's OLED Position: Q4 2019 in Review

BSW Wealth Partners sold out of Universal Display (OLED) in Q4 2019, closing a stake of 650 shares — an estimated $109K sold.

BSW Wealth Partners first reported a position in OLED in Q2 2019 and held it in 2 quarters. The position peaked at $120K in Q2 2019. 456 funds tracked by Wall St. Rank hold OLED as of Q4 2019.

BSW Wealth Partners reported no remaining Universal Display position as of Q4 2019 after selling out during the quarter.
BSW Wealth Partners sold 650 Universal Display shares in Q4 2019, an estimated $109K.
BSW Wealth Partners first reported a position in Universal Display in Q2 2019 and held it in 2 quarters.
BSW Wealth Partners's Universal Display position peaked at $120K in Q2 2019.
456 funds tracked by Wall St. Rank held Universal Display as of Q4 2019.

Based on BSW Wealth Partners's 13F filing for Q4 2019, filed 18 Feb 2020.