WAM
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Wealthspire Advisors (Maryland)’s Universal Display OLED Stock Holding History

Wealthspire Advisors (Maryland)’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
-22
Closed -$3K – 1517
2019
Q1 		$3K Buy
22
+7
+47% +$866 ﹤0.01% 2028
2018
Q4 		$1K Sell
15
-19
-56% -$1.92K ﹤0.01% 2303
2018
Q3 		$4K Buy
34
+25
+278% +$2.75K ﹤0.01% 1915
2018
Q2 		$1K Sell
9
-11
-55% -$1.05K ﹤0.01% 2339
2018
Q1 		$2K Sell
20
-33
-62% -$4.96K ﹤0.01% 2193
2017
Q4 		$9K Buy
53
+3
+6% +$478 ﹤0.01% 1633
2017
Q3 		$6K Buy
50
+43
+614% +$5.2K ﹤0.01% 1746
2017
Q2 		$1K Buy
+7
New +$737 ﹤0.01% 2104

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
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 $887M AUM 21.42% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s OLED Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Universal Display (OLED) in Q2 2019, closing a stake of 22 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in OLED in Q2 2017 and held it in 8 quarters. The position peaked at $9K in Q4 2017. 397 funds tracked by Wall St. Rank hold OLED as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Universal Display position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 22 Universal Display shares in Q2 2019, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in Universal Display in Q2 2017 and held it in 8 quarters.
  • Wealthspire Advisors (Maryland)'s Universal Display position peaked at $9K in Q4 2017.
  • 397 funds tracked by Wall St. Rank held Universal Display as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.