APP
ULTI

Avantax Planning Partners’s Ultimate Software Group Inc ULTI Stock Holding History

Avantax Planning Partners’s Portfolio ULTI Stock Details ULTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-42
Closed -$14K – 1418
2018
Q3 		$14K Buy
+42
New +$12.4K ﹤0.01% 802
2018
Q2 		– Sell
-56
Closed -$14K – 1777
2018
Q1 		$14K Buy
+56
New +$13.2K ﹤0.01% 925

Other funds holding ULTI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Avantax Planning Partners's ULTI Position: Q4 2018 in Review

Avantax Planning Partners sold out of Ultimate Software Group Inc (ULTI) in Q4 2018, closing a stake of 42 shares — an estimated $14K sold.

Avantax Planning Partners first reported a position in ULTI in Q1 2018 and held it in 2 quarters. The position peaked at $14K in Q3 2018. 376 funds tracked by Wall St. Rank hold ULTI as of Q4 2018.

  • Avantax Planning Partners reported no remaining Ultimate Software Group Inc position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 42 Ultimate Software Group Inc shares in Q4 2018, an estimated $14K.
  • Avantax Planning Partners first reported a position in Ultimate Software Group Inc in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Ultimate Software Group Inc position peaked at $14K in Q3 2018.
  • 376 funds tracked by Wall St. Rank held Ultimate Software Group Inc as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.