MWM
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Mascoma Wealth Management’s Universal Display OLED Stock Holding History

Mascoma 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
Q4 		– Sell
-300
Closed -$35K – 393
2018
Q3 		$35K Buy
+300
New +$33K 0.02% 189

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EIP
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UBS AM
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Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
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FCM
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Mascoma Wealth Management's OLED Position: Q4 2018 in Review

Mascoma Wealth Management sold out of Universal Display (OLED) in Q4 2018, closing a stake of 300 shares — an estimated $35K sold.

Mascoma Wealth Management first reported a position in OLED in Q3 2018 and held it in 1 quarter. The position peaked at $35K in Q3 2018. 333 funds tracked by Wall St. Rank hold OLED as of Q4 2018.

  • Mascoma Wealth Management reported no remaining Universal Display position as of Q4 2018 after selling out during the quarter.
  • Mascoma Wealth Management sold 300 Universal Display shares in Q4 2018, an estimated $35K.
  • Mascoma Wealth Management first reported a position in Universal Display in Q3 2018 and held it in 1 quarter.
  • Mascoma Wealth Management's Universal Display position peaked at $35K in Q3 2018.
  • 333 funds tracked by Wall St. Rank held Universal Display as of Q4 2018.

Based on Mascoma Wealth Management's 13F filing for Q4 2018, filed 28 Jan 2019.