FineMark National Bank & Trust’s Universal Display OLED Stock Holding History

FineMark National Bank & Trust’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
2017 Q1	–	Sell	-500	Closed	-$28K	–	796
2016 Q4	$28K	Sell	500 -300	-38%	-$16.5K	﹤0.01%	750
2016 Q3	$44K	Hold	800	–	–	﹤0.01%	639
2016 Q2	$54K	Buy	800 +300	+60%	+$18.4K	0.01%	580
2016 Q1	$27K	Sell	500 -300	-38%	-$14.7K	﹤0.01%	724
2015 Q4	$43K	Hold	800	–	–	0.01%	635
2015 Q3	$27K	Sell	800 -303	-27%	-$12.7K	﹤0.01%	784
2015 Q2	$57K	Buy	1,103 +500	+83%	+$25.2K	0.01%	625
2015 Q1	$28K	Buy	603 +103	+21%	+$3.65K	﹤0.01%	804
2014 Q4	$14K	Hold	500	–	–	﹤0.01%	970
2014 Q3	$16K	Hold	500	–	–	﹤0.01%	931
2014 Q2	$16K	Hold	500	–	–	﹤0.01%	947
2014 Q1	$16K	Hold	500	–	–	﹤0.01%	941
2013 Q4	$17K	Buy	+500	New	+$16.7K	﹤0.01%	890

Other funds holding OLED

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 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

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

CCI

Columbus Circle Investors $2.28B AUM 135.57% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FineMark National Bank & Trust's OLED Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of Universal Display (OLED) in Q1 2017, closing a stake of 500 shares — an estimated $28K sold.

FineMark National Bank & Trust first reported a position in OLED in Q4 2013 and held it in 13 quarters. The position peaked at $57K in Q2 2015. 245 funds tracked by Wall St. Rank hold OLED as of Q1 2017.

FineMark National Bank & Trust reported no remaining Universal Display position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 500 Universal Display shares in Q1 2017, an estimated $28K.
FineMark National Bank & Trust first reported a position in Universal Display in Q4 2013 and held it in 13 quarters.
FineMark National Bank & Trust's Universal Display position peaked at $57K in Q2 2015.
245 funds tracked by Wall St. Rank held Universal Display as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.