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Reilly Financial Advisors’s Universal Display OLED Stock Holding History

Reilly 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
2018
Q4 		– Sell
-25
Closed -$3K – 1001
2018
Q3 		$3K Hold
25
– – ﹤0.01% 909
2018
Q2 		$2K Hold
25
– – ﹤0.01% 924
2018
Q1 		$3K Buy
+25
New +$3.76K ﹤0.01% 856
2015
Q3 		– Sell
-6,862
Closed -$355K – 1364
2015
Q2 		$355K Buy
+6,862
New +$346K 0.06% 142

Other funds holding OLED

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Reilly Financial Advisors's OLED Position: Q4 2018 in Review

Reilly Financial Advisors sold out of Universal Display (OLED) in Q4 2018, closing a stake of 25 shares — an estimated $3K sold.

Reilly Financial Advisors first reported a position in OLED in Q2 2015 and held it in 4 quarters. The position peaked at $355K in Q2 2015. 332 funds tracked by Wall St. Rank hold OLED as of Q4 2018.

  • Reilly Financial Advisors reported no remaining Universal Display position as of Q4 2018 after selling out during the quarter.
  • Reilly Financial Advisors sold 25 Universal Display shares in Q4 2018, an estimated $3K.
  • Reilly Financial Advisors first reported a position in Universal Display in Q2 2015 and held it in 4 quarters.
  • Reilly Financial Advisors's Universal Display position peaked at $355K in Q2 2015.
  • 332 funds tracked by Wall St. Rank held Universal Display as of Q4 2018.

Based on Reilly Financial Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.