Geneva Advisors’s Universal Display OLED Stock Holding History

Geneva 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 Q2	$539K	Hold	4,935	–	–	0.01%	497
2017 Q1	$425K	Sell	4,935 -15	-0.3%	-$1.08K	0.01%	534
2016 Q4	$279K	Buy	4,950 +15	+0.3%	+$825	0.01%	604
2016 Q3	$274K	Hold	4,935	–	–	0.01%	595
2016 Q2	$335K	Hold	4,935	–	–	0.01%	533
2016 Q1	$267K	Hold	4,935	–	–	0.01%	563
2015 Q4	$269K	Buy	+4,935	New	+$218K	0.01%	525
2015 Q3	–	Sell	-4,935	Closed	-$255K	–	675
2015 Q2	$255K	Hold	4,935	–	–	﹤0.01%	553
2015 Q1	$231K	Buy	+4,935	New	+$175K	﹤0.01%	569

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

FCM

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

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

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

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

CCI

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

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

Geneva Advisors's OLED Position: Q2 2017 in Review

Geneva Advisors held its Universal Display (OLED) position steady in Q2 2017 at 4,935 shares worth $539K. The position accounts for 0.01% of the portfolio, ranked #497.

Geneva Advisors first reported a position in OLED in Q1 2015 and has held it in 9 quarters since. 298 funds tracked by Wall St. Rank hold OLED as of Q2 2017.

Geneva Advisors held 4,935 shares of Universal Display worth $539K as of Q2 2017.
Geneva Advisors left its Universal Display share count unchanged in Q2 2017.
Universal Display made up 0.01% of Geneva Advisors's portfolio in Q2 2017, its #497 holding.
Geneva Advisors first reported a position in Universal Display in Q1 2015 and has held it in 9 quarters since.
298 funds tracked by Wall St. Rank held Universal Display as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.