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Mountain Capital Investment Advisors’s Universal Display OLED Stock Holding History

Mountain Capital Investment 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
-51
Closed -$6K – 307
2017
Q3 		$6K Buy
51
+1
+2% +$121 0.01% 329
2017
Q2 		$5K Buy
+50
New +$5.26K ﹤0.01% 380

Other funds holding OLED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CCI
Columbus Circle Investors $2.28B AUM 135.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Mountain Capital Investment Advisors's OLED Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Universal Display (OLED) in Q4 2017, closing a stake of 51 shares — an estimated $6K sold.

Mountain Capital Investment Advisors first reported a position in OLED in Q2 2017 and held it in 2 quarters. The position peaked at $6K in Q3 2017. 362 funds tracked by Wall St. Rank hold OLED as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Universal Display position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 51 Universal Display shares in Q4 2017, an estimated $6K.
  • Mountain Capital Investment Advisors first reported a position in Universal Display in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Universal Display position peaked at $6K in Q3 2017.
  • 362 funds tracked by Wall St. Rank held Universal Display as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.