EWM
ULTI

Executive Wealth Management’s Ultimate Software Group Inc ULTI Stock Holding History

Executive Wealth Management’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
-169
Closed -$56K – 966
2019
Q1 		$56K Hold
169
– – 0.01% 255
2018
Q4 		$41K Buy
+169
New +$44.8K 0.01% 311

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

Executive Wealth Management's ULTI Position: Q2 2019 in Review

Executive Wealth Management sold out of Ultimate Software Group Inc (ULTI) in Q2 2019, closing a stake of 169 shares — an estimated $56K sold.

Executive Wealth Management first reported a position in ULTI in Q4 2018 and held it in 2 quarters. The position peaked at $56K in Q1 2019. 2 funds tracked by Wall St. Rank hold ULTI as of Q2 2019.

  • Executive Wealth Management reported no remaining Ultimate Software Group Inc position as of Q2 2019 after selling out during the quarter.
  • Executive Wealth Management sold 169 Ultimate Software Group Inc shares in Q2 2019, an estimated $56K.
  • Executive Wealth Management first reported a position in Ultimate Software Group Inc in Q4 2018 and held it in 2 quarters.
  • Executive Wealth Management's Ultimate Software Group Inc position peaked at $56K in Q1 2019.
  • 2 funds tracked by Wall St. Rank held Ultimate Software Group Inc as of Q2 2019.

Based on Executive Wealth Management's 13F filing for Q2 2019, filed 1 Aug 2019.