PMG
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ProVise Management Group’s Universal Display OLED Stock Holding History

ProVise Management Group’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
Q2 		– Sell
-2,786
Closed -$281K – 333
2018
Q1 		$281K Sell
2,786
-891
-24% -$134K 0.04% 250
2017
Q4 		$635K Sell
3,677
-789
-18% -$126K 0.09% 183
2017
Q3 		$575K Sell
4,466
-283
-6% -$34.2K 0.08% 193
2017
Q2 		$519K Sell
4,749
-21
-0.4% -$2.21K 0.08% 203
2017
Q1 		$411K Sell
4,770
-1,009
-17% -$72.6K 0.07% 226
2016
Q4 		$325K Sell
5,779
-517
-8% -$28.4K 0.06% 256
2016
Q3 		$349K Buy
6,296
+457
+8% +$29K 0.06% 241
2016
Q2 		$396K Buy
+5,839
New +$359K 0.07% 229

Other funds holding OLED

Vanguard Group
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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return