Fortis Advisors’s Universal Display OLED Stock Holding History

Fortis 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
2017 Q4	–	Sell	-852	Closed	-$110K	–	295
2017 Q3	$110K	Buy	+852	New	+$103K	0.08%	108

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

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

CCI

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Fortis Advisors's OLED Position: Q4 2017 in Review

Fortis Advisors sold out of Universal Display (OLED) in Q4 2017, closing a stake of 852 shares — an estimated $110K sold.

Fortis Advisors first reported a position in OLED in Q3 2017 and held it in 1 quarter. The position peaked at $110K in Q3 2017. 362 funds tracked by Wall St. Rank hold OLED as of Q4 2017.

Fortis Advisors reported no remaining Universal Display position as of Q4 2017 after selling out during the quarter.
Fortis Advisors sold 852 Universal Display shares in Q4 2017, an estimated $110K.
Fortis Advisors first reported a position in Universal Display in Q3 2017 and held it in 1 quarter.
Fortis Advisors's Universal Display position peaked at $110K in Q3 2017.
362 funds tracked by Wall St. Rank held Universal Display as of Q4 2017.

Based on Fortis Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.