CWM
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Concert Wealth Management’s Universal Display OLED Stock Holding History

Concert Wealth Management’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
2014
Q1 		– Sell
-7,640
Closed -$263K – 577
2013
Q4 		$263K Hold
7,640
– – 0.03% 418
2013
Q3 		$245K Sell
7,640
-100
-1% -$3.2K 0.03% 425
2013
Q2 		$217K Buy
+7,740
New +$230K 0.03% 433

Other funds holding OLED

DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Concert Wealth Management's OLED Position: Q1 2014 in Review

Concert Wealth Management sold out of Universal Display (OLED) in Q1 2014, closing a stake of 7,640 shares — an estimated $263K sold.

Concert Wealth Management first reported a position in OLED in Q2 2013 and held it in 3 quarters. The position peaked at $263K in Q4 2013. 132 funds tracked by Wall St. Rank hold OLED as of Q1 2014.

  • Concert Wealth Management reported no remaining Universal Display position as of Q1 2014 after selling out during the quarter.
  • Concert Wealth Management sold 7,640 Universal Display shares in Q1 2014, an estimated $263K.
  • Concert Wealth Management first reported a position in Universal Display in Q2 2013 and held it in 3 quarters.
  • Concert Wealth Management's Universal Display position peaked at $263K in Q4 2013.
  • 132 funds tracked by Wall St. Rank held Universal Display as of Q1 2014.

Based on Concert Wealth Management's 13F filing for Q1 2014, filed 13 May 2014.