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Winch Advisory Services’s Universal Display OLED Stock Holding History

Winch Advisory Services’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
2017
Q3 		– Sell
-69
Closed -$8K – 308
2017
Q2 		$8K Buy
+69
New +$7.26K 0.01% 199

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CCI
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Primecap Management
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FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Neuberger Berman Group
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TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Winch Advisory Services's OLED Position: Q3 2017 in Review

Winch Advisory Services sold out of Universal Display (OLED) in Q3 2017, closing a stake of 69 shares — an estimated $8K sold.

Winch Advisory Services first reported a position in OLED in Q2 2017 and held it in 1 quarter. The position peaked at $8K in Q2 2017. 324 funds tracked by Wall St. Rank hold OLED as of Q3 2017.

  • Winch Advisory Services reported no remaining Universal Display position as of Q3 2017 after selling out during the quarter.
  • Winch Advisory Services sold 69 Universal Display shares in Q3 2017, an estimated $8K.
  • Winch Advisory Services first reported a position in Universal Display in Q2 2017 and held it in 1 quarter.
  • Winch Advisory Services's Universal Display position peaked at $8K in Q2 2017.
  • 324 funds tracked by Wall St. Rank held Universal Display as of Q3 2017.

Based on Winch Advisory Services's 13F filing for Q3 2017, filed 13 Nov 2017.