WealthTrust-Arizona’s Universal Display OLED Stock Holding History

WealthTrust-Arizona’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	$18K	Sell	194 -1	-0.5%	-$101	0.01%	288
2018 Q3	$23K	Buy	195 +8	+4%	+$879	0.01%	258
2018 Q2	$16K	Buy	+187	New	+$17.8K	0.01%	312
2018 Q1	–	Sell	-60	Closed	-$10K	–	679
2017 Q4	$10K	Buy	60 +40	+200%	+$6.38K	﹤0.01%	398
2017 Q3	$3K	Buy	+20	New	+$2.42K	﹤0.01%	555

Other funds holding OLED

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

WealthTrust-Arizona's OLED Position: Q4 2018 in Review

WealthTrust-Arizona reduced its Universal Display (OLED) stake by 0.51% in Q4 2018, selling an estimated $101 and leaving 194 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #288.

WealthTrust-Arizona first reported a position in OLED in Q3 2017 and has held it in 5 quarters since. The position peaked at $23K in Q3 2018. 333 funds tracked by Wall St. Rank hold OLED as of Q4 2018.

WealthTrust-Arizona held 194 shares of Universal Display worth $18K as of Q4 2018.
WealthTrust-Arizona sold 1 Universal Display share in Q4 2018, an estimated $101.
Universal Display made up 0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #288 holding.
WealthTrust-Arizona first reported a position in Universal Display in Q3 2017 and has held it in 5 quarters since.
WealthTrust-Arizona's Universal Display position peaked at $23K in Q3 2018.
333 funds tracked by Wall St. Rank held Universal Display as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.