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Cornerstone Wealth Management’s Universal Display OLED Stock Holding History

Cornerstone 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
2018
Q3 		– Sell
-31,445
Closed -$375K – 1456
2018
Q2 		$375K Buy
+31,445
New +$3M ﹤0.01% 1105

Other funds holding OLED

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cornerstone Wealth Management's OLED Position: Q3 2018 in Review

Cornerstone Wealth Management sold out of Universal Display (OLED) in Q3 2018, closing a stake of 31,445 shares — an estimated $375K sold.

Cornerstone Wealth Management first reported a position in OLED in Q2 2018 and held it in 1 quarter. The position peaked at $375K in Q2 2018. 341 funds tracked by Wall St. Rank hold OLED as of Q3 2018.

  • Cornerstone Wealth Management reported no remaining Universal Display position as of Q3 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 31,445 Universal Display shares in Q3 2018, an estimated $375K.
  • Cornerstone Wealth Management first reported a position in Universal Display in Q2 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's Universal Display position peaked at $375K in Q2 2018.
  • 341 funds tracked by Wall St. Rank held Universal Display as of Q3 2018.

Based on Cornerstone Wealth Management's 13F filing for Q3 2018, filed 19 Oct 2018.