WAS
OLED icon

WESPAC Advisors SoCal’s Universal Display OLED Stock Holding History

WESPAC Advisors SoCal’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
-200
Closed -$30K – 231
2019
Q1 		$30K Hold
200
– – 0.02% 140
2018
Q4 		$18K Sell
200
-150
-43% -$15.1K 0.01% 189
2018
Q3 		$41K Buy
+350
New +$38.5K 0.02% 136

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 $949M AUM 24.98% 1-Year Est. Return

WESPAC Advisors SoCal's OLED Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of Universal Display (OLED) in Q2 2019, closing a stake of 200 shares — an estimated $30K sold.

WESPAC Advisors SoCal first reported a position in OLED in Q3 2018 and held it in 3 quarters. The position peaked at $41K in Q3 2018. 397 funds tracked by Wall St. Rank hold OLED as of Q2 2019.

  • WESPAC Advisors SoCal reported no remaining Universal Display position as of Q2 2019 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 200 Universal Display shares in Q2 2019, an estimated $30K.
  • WESPAC Advisors SoCal first reported a position in Universal Display in Q3 2018 and held it in 3 quarters.
  • WESPAC Advisors SoCal's Universal Display position peaked at $41K in Q3 2018.
  • 397 funds tracked by Wall St. Rank held Universal Display as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.