Frontier Wealth Management’s Ubiquiti UI Stock Holding History

Frontier Wealth 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
2019 Q3	–	Sell	-1,656	Closed	-$218K	–	324
2019 Q2	$218K	Buy	1,656 +283	+21%	+$41K	0.03%	269
2019 Q1	$206K	Buy	+1,373	New	+$173K	0.03%	332

Other funds holding UI

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Frontier Wealth Management's UI Position: Q3 2019 in Review

Frontier Wealth Management sold out of Ubiquiti (UI) in Q3 2019, closing a stake of 1,656 shares — an estimated $218K sold.

Frontier Wealth Management first reported a position in UI in Q1 2019 and held it in 2 quarters. The position peaked at $218K in Q2 2019. 184 funds tracked by Wall St. Rank hold UI as of Q3 2019.

Frontier Wealth Management reported no remaining Ubiquiti position as of Q3 2019 after selling out during the quarter.
Frontier Wealth Management sold 1,656 Ubiquiti shares in Q3 2019, an estimated $218K.
Frontier Wealth Management first reported a position in Ubiquiti in Q1 2019 and held it in 2 quarters.
Frontier Wealth Management's Ubiquiti position peaked at $218K in Q2 2019.
184 funds tracked by Wall St. Rank held Ubiquiti as of Q3 2019.

Based on Frontier Wealth Management's 13F filing for Q3 2019, filed 12 Nov 2019.