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City Financial Investment Company’s Universal Display OLED Stock Holding History

City Financial Investment Company’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
Q4 		$212K Hold
2,271
– – 0.04% 117
2018
Q3 		$268K Sell
2,271
-3,391
-60% -$373K 0.01% 153
2018
Q2 		$487K Buy
5,662
+399
+8% +$38K 0.02% 135
2018
Q1 		$532K Buy
5,263
+4,519
+607% +$679K 0.04% 77
2017
Q4 		$128K Buy
+744
New +$119K 0.02% 68

Other funds holding OLED

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

City Financial Investment Company's OLED Position: Q4 2018 in Review

City Financial Investment Company held its Universal Display (OLED) position steady in Q4 2018 at 2,271 shares worth $212K. The position accounts for 0.04% of the portfolio, ranked #117.

City Financial Investment Company first reported a position in OLED in Q4 2017 and has held it in 5 quarters since. The position peaked at $532K in Q1 2018. 333 funds tracked by Wall St. Rank hold OLED as of Q4 2018.

  • City Financial Investment Company held 2,271 shares of Universal Display worth $212K as of Q4 2018.
  • City Financial Investment Company left its Universal Display share count unchanged in Q4 2018.
  • Universal Display made up 0.04% of City Financial Investment Company's portfolio in Q4 2018, its #117 holding.
  • City Financial Investment Company first reported a position in Universal Display in Q4 2017 and has held it in 5 quarters since.
  • City Financial Investment Company's Universal Display position peaked at $532K in Q1 2018.
  • 333 funds tracked by Wall St. Rank held Universal Display as of Q4 2018.

Based on City Financial Investment Company's 13F filing for Q4 2018, filed 13 Feb 2019.