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Kelleher Financial Advisors’s Universal Display OLED Stock Holding History

Kelleher Financial 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
Q1 		– Sell
-6,226
Closed -$350K – 118
2016
Q4 		$350K Hold
6,226
– – 0.19% 98
2016
Q3 		$345K Sell
6,226
-500
-7% -$31.7K 0.2% 92
2016
Q2 		$456K Sell
6,726
-1,899
-22% -$117K 0.28% 74
2016
Q1 		$466K Sell
8,625
-200
-2% -$9.78K 0.26% 86
2015
Q4 		$480K Sell
8,825
-600
-6% -$26.4K 0.33% 71
2015
Q3 		$319K Sell
9,425
-525
-5% -$21.9K 0.21% 83
2015
Q2 		$514K Hold
9,950
– – 0.29% 70
2015
Q1 		$456K Buy
9,950
+100
+1% +$3.55K 0.25% 72
2014
Q4 		$273K Buy
9,850
+1,200
+14% +$34.2K 0.15% 94
2014
Q3 		$271K Sell
8,650
-500
-5% -$16.5K 0.15% 94
2014
Q2 		$294K Buy
9,150
+625
+7% +$17.4K 0.15% 88
2014
Q1 		$272K Sell
8,525
-425
-5% -$14.1K 0.15% 91
2013
Q4 		$308K Sell
8,950
-1,600
-15% -$53.3K 0.16% 82
2013
Q3 		$271K Buy
10,550
+2,400
+29% +$76.7K 0.15% 82
2013
Q2 		$229K Buy
+8,150
New +$242K 0.14% 90

Other funds holding OLED

EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Primecap Management
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kelleher Financial Advisors's OLED Position: Q1 2017 in Review

Kelleher Financial Advisors sold out of Universal Display (OLED) in Q1 2017, closing a stake of 6,226 shares — an estimated $350K sold.

Kelleher Financial Advisors first reported a position in OLED in Q2 2013 and held it in 15 quarters. The position peaked at $514K in Q2 2015. 245 funds tracked by Wall St. Rank hold OLED as of Q1 2017.

  • Kelleher Financial Advisors reported no remaining Universal Display position as of Q1 2017 after selling out during the quarter.
  • Kelleher Financial Advisors sold 6,226 Universal Display shares in Q1 2017, an estimated $350K.
  • Kelleher Financial Advisors first reported a position in Universal Display in Q2 2013 and held it in 15 quarters.
  • Kelleher Financial Advisors's Universal Display position peaked at $514K in Q2 2015.
  • 245 funds tracked by Wall St. Rank held Universal Display as of Q1 2017.

Based on Kelleher Financial Advisors's 13F filing for Q1 2017, filed 12 May 2017.