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

Gideon 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	-657	Closed	-$217K	–	492
2019 Q1	$217K	Buy	+657	New	+$201K	0.08%	339
2018 Q4	–	Sell	-964	Closed	-$311K	–	552
2018 Q3	$311K	Buy	+964	New	+$285K	0.15%	235
2017 Q1	–	Sell	-1,205	Closed	-$220K	–	556
2016 Q4	$220K	Sell	1,205 -2,648	-69%	-$530K	0.14%	355
2016 Q3	$788K	Buy	+3,853	New	+$814K	0.48%	69

Other funds holding ULTI

PCG

Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return

McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return

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

Gideon Capital Advisors sold out of Ultimate Software Group Inc (ULTI) in Q2 2019, closing a stake of 657 shares — an estimated $217K sold.

Gideon Capital Advisors first reported a position in ULTI in Q3 2016 and held it in 4 quarters. The position peaked at $788K in Q3 2016. 2 funds tracked by Wall St. Rank hold ULTI as of Q2 2019.

Gideon Capital Advisors reported no remaining Ultimate Software Group Inc position as of Q2 2019 after selling out during the quarter.
Gideon Capital Advisors sold 657 Ultimate Software Group Inc shares in Q2 2019, an estimated $217K.
Gideon Capital Advisors first reported a position in Ultimate Software Group Inc in Q3 2016 and held it in 4 quarters.
Gideon Capital Advisors's Ultimate Software Group Inc position peaked at $788K in Q3 2016.
2 funds tracked by Wall St. Rank held Ultimate Software Group Inc as of Q2 2019.

Based on Gideon Capital Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.