MSI Financial Services’s Universal Display OLED Stock Holding History

MSI Financial Services’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
2016 Q4	$27K	Sell	484 -95	-16%	-$5.22K	﹤0.01%	2223
2016 Q3	$32K	Sell	579 -3,761	-87%	-$238K	﹤0.01%	2087
2016 Q2	$294K	Buy	4,340 +4,140	+2,070%	+$254K	0.01%	856
2016 Q1	$11K	Buy	+200	New	+$9.78K	﹤0.01%	2692
2015 Q3	–	Sell	-800	Closed	-$41K	–	3306
2015 Q2	$41K	Sell	800 -1,700	-68%	-$85.7K	﹤0.01%	1420
2015 Q1	$117K	Buy	+2,500	New	+$88.7K	0.01%	954

Other funds holding OLED

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MSI Financial Services's OLED Position: Q4 2016 in Review

MSI Financial Services reduced its Universal Display (OLED) stake by 16% in Q4 2016, selling an estimated $5.22K and leaving 484 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #2223.

MSI Financial Services first reported a position in OLED in Q1 2015 and has held it in 6 quarters since. The position peaked at $294K in Q2 2016. 203 funds tracked by Wall St. Rank hold OLED as of Q4 2016.

MSI Financial Services held 484 shares of Universal Display worth $27K as of Q4 2016.
MSI Financial Services sold 95 Universal Display shares in Q4 2016, an estimated $5.22K.
Universal Display made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2223 holding.
MSI Financial Services first reported a position in Universal Display in Q1 2015 and has held it in 6 quarters since.
MSI Financial Services's Universal Display position peaked at $294K in Q2 2016.
203 funds tracked by Wall St. Rank held Universal Display as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.