CIAS
OLED icon

Capital Investment Advisory Services’s Universal Display OLED Stock Holding History

Capital Investment Advisory Services’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
-194
Closed -$33K – 1035
2019
Q3 		$33K Hold
194
– – 0.01% 664
2019
Q2 		$40K Buy
194
+94
+94% +$15.6K 0.01% 602
2019
Q1 		$15K Buy
+100
New +$12.4K 0.01% 760

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Primecap Management
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Jennison Associates
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
Norges Bank Oslo, Norway $935B AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Capital Investment Advisory Services's OLED Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of Universal Display (OLED) in Q4 2019, closing a stake of 194 shares — an estimated $33K sold.

Capital Investment Advisory Services first reported a position in OLED in Q1 2019 and held it in 3 quarters. The position peaked at $40K in Q2 2019. 456 funds tracked by Wall St. Rank hold OLED as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining Universal Display position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 194 Universal Display shares in Q4 2019, an estimated $33K.
  • Capital Investment Advisory Services first reported a position in Universal Display in Q1 2019 and held it in 3 quarters.
  • Capital Investment Advisory Services's Universal Display position peaked at $40K in Q2 2019.
  • 456 funds tracked by Wall St. Rank held Universal Display as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.