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WealthBridge Capital Management’s Universal Display OLED Stock Holding History

WealthBridge Capital Management’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
-150
Closed -$25K – 627
2019
Q1 		$25K Hold
150
– – 0.02% 420
2018
Q4 		$14K Buy
+150
New +$15.1K 0.01% 470

Other funds holding OLED

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GAM
Griffin Asset Management New York $949M AUM 24.98% 1-Year Est. Return

WealthBridge Capital Management's OLED Position: Q2 2019 in Review

WealthBridge Capital Management sold out of Universal Display (OLED) in Q2 2019, closing a stake of 150 shares — an estimated $25K sold.

WealthBridge Capital Management first reported a position in OLED in Q4 2018 and held it in 2 quarters. The position peaked at $25K in Q1 2019. 397 funds tracked by Wall St. Rank hold OLED as of Q2 2019.

  • WealthBridge Capital Management reported no remaining Universal Display position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 150 Universal Display shares in Q2 2019, an estimated $25K.
  • WealthBridge Capital Management first reported a position in Universal Display in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's Universal Display position peaked at $25K in Q1 2019.
  • 397 funds tracked by Wall St. Rank held Universal Display as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.