BCA
ULTI

Berman Capital Advisors’s Ultimate Software Group Inc ULTI Stock Holding History

Berman Capital Advisors’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
2019
Q2 		– Sell
-14
Closed -$4K – 1659
2019
Q1 		$4K Buy
14
+8
+133% +$2.45K ﹤0.01% 966
2018
Q4 		$1K Buy
+6
New +$1.59K ﹤0.01% 1101

Other funds holding ULTI

PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return
ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return

Berman Capital Advisors's ULTI Position: Q2 2019 in Review

Berman Capital Advisors sold out of Ultimate Software Group Inc (ULTI) in Q2 2019, closing a stake of 14 shares — an estimated $4K sold.

Berman Capital Advisors first reported a position in ULTI in Q4 2018 and held it in 2 quarters. The position peaked at $4K in Q1 2019. 2 funds tracked by Wall St. Rank hold ULTI as of Q2 2019.

  • Berman Capital Advisors reported no remaining Ultimate Software Group Inc position as of Q2 2019 after selling out during the quarter.
  • Berman Capital Advisors sold 14 Ultimate Software Group Inc shares in Q2 2019, an estimated $4K.
  • Berman Capital Advisors first reported a position in Ultimate Software Group Inc in Q4 2018 and held it in 2 quarters.
  • Berman Capital Advisors's Ultimate Software Group Inc position peaked at $4K in Q1 2019.
  • 2 funds tracked by Wall St. Rank held Ultimate Software Group Inc as of Q2 2019.

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