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SFMG Wealth Advisors’s Universal Display OLED Stock Holding History

SFMG Wealth 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
2019
Q2 		– Sell
-2,107
Closed -$322K – 162
2019
Q1 		$322K Buy
+2,107
New +$261K 0.05% 108
2018
Q4 		– Sell
-2,106
Closed -$217K – 148
2018
Q3 		$217K Buy
+2,106
New +$231K 0.03% 127
2018
Q2 		– Sell
-2,102
Closed -$212K – 164
2018
Q1 		$212K Hold
2,102
– – 0.04% 135
2017
Q4 		$363K Buy
2,102
+101
+5% +$16.1K 0.06% 99
2017
Q3 		$258K Hold
2,001
– – 0.05% 105
2017
Q2 		$219K Buy
+2,001
New +$211K 0.05% 114
2015
Q2 		– Sell
-6,000
Closed -$281K – 152
2015
Q1 		$281K Buy
+6,000
New +$213K 0.02% 139

Other funds holding OLED

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $17.6B AUM 34.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
GAM
Griffin Asset Management New York $949M AUM 24.98% 1-Year Est. Return

SFMG Wealth Advisors's OLED Position: Q2 2019 in Review

SFMG Wealth Advisors sold out of Universal Display (OLED) in Q2 2019, closing a stake of 2,107 shares — an estimated $322K sold.

SFMG Wealth Advisors first reported a position in OLED in Q1 2015 and held it in 7 quarters. The position peaked at $363K in Q4 2017. 397 funds tracked by Wall St. Rank hold OLED as of Q2 2019.

  • SFMG Wealth Advisors reported no remaining Universal Display position as of Q2 2019 after selling out during the quarter.
  • SFMG Wealth Advisors sold 2,107 Universal Display shares in Q2 2019, an estimated $322K.
  • SFMG Wealth Advisors first reported a position in Universal Display in Q1 2015 and held it in 7 quarters.
  • SFMG Wealth Advisors's Universal Display position peaked at $363K in Q4 2017.
  • 397 funds tracked by Wall St. Rank held Universal Display as of Q2 2019.

Based on SFMG Wealth Advisors's 13F filing for Q2 2019, filed 5 Aug 2019.