Cobiz Wealth’s Universal Display OLED Stock Holding History

Cobiz Wealth’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 Q1	–	Sell	-1,524	Closed	-$263K	–	134
2017 Q4	$263K	Buy	+1,524	New	+$243K	0.06%	120

Other funds holding OLED

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

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

WRF

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Cobiz Wealth's OLED Position: Q1 2018 in Review

Cobiz Wealth sold out of Universal Display (OLED) in Q1 2018, closing a stake of 1,524 shares — an estimated $263K sold.

Cobiz Wealth first reported a position in OLED in Q4 2017 and held it in 1 quarter. The position peaked at $263K in Q4 2017. 334 funds tracked by Wall St. Rank hold OLED as of Q1 2018.

Cobiz Wealth reported no remaining Universal Display position as of Q1 2018 after selling out during the quarter.
Cobiz Wealth sold 1,524 Universal Display shares in Q1 2018, an estimated $263K.
Cobiz Wealth first reported a position in Universal Display in Q4 2017 and held it in 1 quarter.
Cobiz Wealth's Universal Display position peaked at $263K in Q4 2017.
334 funds tracked by Wall St. Rank held Universal Display as of Q1 2018.

Based on Cobiz Wealth's 13F filing for Q1 2018, filed 13 Apr 2018.