XS
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XML Securities’s Universal Display OLED Stock Holding History

XML Securities’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
Q1 		$391K Sell
3,863
-387
-9% -$58.2K 0.49% 40
2017
Q4 		$734K Buy
+4,250
New +$678K 0.94% 27

Other funds holding OLED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

XML Securities's OLED Position: Q1 2018 in Review

XML Securities reduced its Universal Display (OLED) stake by 9.1% in Q1 2018, selling an estimated $58.2K and leaving 3,863 shares worth $391K. The position accounts for 0.49% of the portfolio, ranked #40.

XML Securities first reported a position in OLED in Q4 2017 and has held it in 2 quarters since. The position peaked at $734K in Q4 2017. 333 funds tracked by Wall St. Rank hold OLED as of Q1 2018.

  • XML Securities held 3,863 shares of Universal Display worth $391K as of Q1 2018.
  • XML Securities sold 387 Universal Display shares in Q1 2018, an estimated $58.2K.
  • Universal Display made up 0.49% of XML Securities's portfolio in Q1 2018, its #40 holding.
  • XML Securities first reported a position in Universal Display in Q4 2017 and has held it in 2 quarters since.
  • XML Securities's Universal Display position peaked at $734K in Q4 2017.
  • 333 funds tracked by Wall St. Rank held Universal Display as of Q1 2018.

Based on XML Securities's 13F filing for Q1 2018, filed 17 May 2018.