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Contravisory Investment Management’s Ubiquiti UI Stock Holding History

Contravisory 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
Q1 		– Sell
-11
Closed -$1K – 451
2017
Q4 		$1K Hold
11
– – ﹤0.01% 394
2017
Q3 		$1K Buy
+11
New +$633 ﹤0.01% 445

Other funds holding UI

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Contravisory Investment Management's UI Position: Q1 2018 in Review

Contravisory Investment Management sold out of Ubiquiti (UI) in Q1 2018, closing a stake of 11 shares — an estimated $1K sold.

Contravisory Investment Management first reported a position in UI in Q3 2017 and held it in 2 quarters. The position peaked at $1K in Q4 2017. 161 funds tracked by Wall St. Rank hold UI as of Q1 2018.

  • Contravisory Investment Management reported no remaining Ubiquiti position as of Q1 2018 after selling out during the quarter.
  • Contravisory Investment Management sold 11 Ubiquiti shares in Q1 2018, an estimated $1K.
  • Contravisory Investment Management first reported a position in Ubiquiti in Q3 2017 and held it in 2 quarters.
  • Contravisory Investment Management's Ubiquiti position peaked at $1K in Q4 2017.
  • 161 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2018.

Based on Contravisory Investment Management's 13F filing for Q1 2018, filed 9 Apr 2018.