Claro Advisors’s Universal Display OLED Stock Holding History

Claro Advisors’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 Q1	–	Sell	-245	Closed	-$29K	–	699
2018 Q4	$29K	Buy	+245	New	+$24.7K	0.02%	463

Other funds holding OLED

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

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

WRF

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

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Claro Advisors's OLED Position: Q1 2019 in Review

Claro Advisors sold out of Universal Display (OLED) in Q1 2019, closing a stake of 245 shares — an estimated $29K sold.

Claro Advisors first reported a position in OLED in Q4 2018 and held it in 1 quarter. The position peaked at $29K in Q4 2018. 381 funds tracked by Wall St. Rank hold OLED as of Q1 2019.

Claro Advisors reported no remaining Universal Display position as of Q1 2019 after selling out during the quarter.
Claro Advisors sold 245 Universal Display shares in Q1 2019, an estimated $29K.
Claro Advisors first reported a position in Universal Display in Q4 2018 and held it in 1 quarter.
Claro Advisors's Universal Display position peaked at $29K in Q4 2018.
381 funds tracked by Wall St. Rank held Universal Display as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.