AIM
UI icon

Advantage Investment Management’s Ubiquiti UI Stock Holding History

Advantage Investment Management’s Portfolio UI Stock Details UI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-50
Closed -$5K – 1077
2018
Q3 		$5K Hold
50
– – ﹤0.01% 856
2018
Q2 		$4K Hold
50
– – ﹤0.01% 802
2018
Q1 		$3K Hold
50
– – ﹤0.01% 883
2017
Q4 		$4K Hold
50
– – ﹤0.01% 860
2017
Q3 		$3K Hold
50
– – ﹤0.01% 912
2017
Q2 		$3K Buy
+50
New +$2.47K ﹤0.01% 925
2016
Q4 		– Sell
-2,986
Closed -$160K – 1018
2016
Q3 		$160K Hold
2,986
– – 0.06% 152
2016
Q2 		$115K Hold
2,986
– – 0.05% 210
2016
Q1 		$99K Hold
2,986
– – 0.04% 232
2015
Q4 		$95K Hold
2,986
– – 0.05% 241
2015
Q3 		$101K Hold
2,986
– – 0.06% 221
2015
Q2 		$95K Hold
2,986
– – 0.05% 255
2015
Q1 		$88K Buy
2,986
+140
+5% +$4.14K 0.05% 262
2014
Q4 		$84K Buy
+2,846
New +$90.7K 0.06% 238

Other funds holding UI

ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Advantage Investment Management's UI Position: Q4 2018 in Review

Advantage Investment Management sold out of Ubiquiti (UI) in Q4 2018, closing a stake of 50 shares — an estimated $5K sold.

Advantage Investment Management first reported a position in UI in Q4 2014 and held it in 14 quarters. The position peaked at $160K in Q3 2016. 207 funds tracked by Wall St. Rank hold UI as of Q4 2018.

  • Advantage Investment Management reported no remaining Ubiquiti position as of Q4 2018 after selling out during the quarter.
  • Advantage Investment Management sold 50 Ubiquiti shares in Q4 2018, an estimated $5K.
  • Advantage Investment Management first reported a position in Ubiquiti in Q4 2014 and held it in 14 quarters.
  • Advantage Investment Management's Ubiquiti position peaked at $160K in Q3 2016.
  • 207 funds tracked by Wall St. Rank held Ubiquiti as of Q4 2018.

Based on Advantage Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.