FPFS
ULTI

First Personal Financial Services’s Ultimate Software Group Inc ULTI Stock Holding History

First Personal Financial Services’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
-24
Closed -$8K – 818
2019
Q1 		$8K Hold
24
– – ﹤0.01% 533
2018
Q4 		$6K Hold
24
– – ﹤0.01% 549
2018
Q3 		$8K Hold
24
– – ﹤0.01% 547
2018
Q2 		$6K Sell
24
-97
-80% -$24.9K ﹤0.01% 568
2018
Q1 		$30K Sell
121
-82
-40% -$19.4K 0.01% 554
2017
Q4 		$44K Sell
203
-5
-2% -$1.01K 0.01% 505
2017
Q3 		$39K Sell
208
-25
-11% -$5.04K 0.01% 471
2017
Q2 		$49K Buy
233
+6
+3% +$1.26K 0.01% 425
2017
Q1 		$44K Hold
227
– – 0.01% 426
2016
Q4 		$41K Buy
227
+7
+3% +$1.4K 0.01% 413
2016
Q3 		$45K Buy
220
+15
+7% +$3.17K 0.01% 298
2016
Q2 		$43K Buy
+205
New +$40.7K 0.01% 296
2015
Q4 		– Sell
-13
Closed -$3K – 518
2015
Q3 		$3K Hold
13
– – ﹤0.01% 375
2015
Q2 		$3K Hold
13
– – ﹤0.01% 372
2015
Q1 		$3K Hold
13
– – ﹤0.01% 405
2014
Q4 		$1K Buy
+13
New +$1.89K ﹤0.01% 454

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

First Personal Financial Services's ULTI Position: Q2 2019 in Review

First Personal Financial Services sold out of Ultimate Software Group Inc (ULTI) in Q2 2019, closing a stake of 24 shares — an estimated $8K sold.

First Personal Financial Services first reported a position in ULTI in Q4 2014 and held it in 16 quarters. The position peaked at $49K in Q2 2017. 2 funds tracked by Wall St. Rank hold ULTI as of Q2 2019.

  • First Personal Financial Services reported no remaining Ultimate Software Group Inc position as of Q2 2019 after selling out during the quarter.
  • First Personal Financial Services sold 24 Ultimate Software Group Inc shares in Q2 2019, an estimated $8K.
  • First Personal Financial Services first reported a position in Ultimate Software Group Inc in Q4 2014 and held it in 16 quarters.
  • First Personal Financial Services's Ultimate Software Group Inc position peaked at $49K in Q2 2017.
  • 2 funds tracked by Wall St. Rank held Ultimate Software Group Inc as of Q2 2019.

Based on First Personal Financial Services's 13F filing for Q2 2019, filed 29 Jul 2019.