RFS
OLED icon

Rockefeller Financial Services’s Universal Display OLED Stock Holding History

Rockefeller 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
2017
Q4 		$110K Sell
638
-77
-11% -$12.3K ﹤0.01% 376
2017
Q3 		$92K Hold
715
– – ﹤0.01% 386
2017
Q2 		$78K Hold
715
– – ﹤0.01% 357
2017
Q1 		$62K Hold
715
– – ﹤0.01% 386
2016
Q4 		$40K Hold
715
– – ﹤0.01% 429
2016
Q3 		$40K Hold
715
– – ﹤0.01% 402
2016
Q2 		$48K Hold
715
– – ﹤0.01% 402
2016
Q1 		$39K Hold
715
– – ﹤0.01% 443
2015
Q4 		$39K Hold
715
– – ﹤0.01% 448
2015
Q3 		$24K Buy
+715
New +$29.9K ﹤0.01% 444

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

Rockefeller Financial Services's OLED Position: Q4 2017 in Review

Rockefeller Financial Services reduced its Universal Display (OLED) stake by 11% in Q4 2017, selling an estimated $12.3K and leaving 638 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #376.

Rockefeller Financial Services first reported a position in OLED in Q3 2015 and has held it in 10 quarters since. 362 funds tracked by Wall St. Rank hold OLED as of Q4 2017.

  • Rockefeller Financial Services held 638 shares of Universal Display worth $110K as of Q4 2017.
  • Rockefeller Financial Services sold 77 Universal Display shares in Q4 2017, an estimated $12.3K.
  • Universal Display made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #376 holding.
  • Rockefeller Financial Services first reported a position in Universal Display in Q3 2015 and has held it in 10 quarters since.
  • 362 funds tracked by Wall St. Rank held Universal Display as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.