IA
ULTI

IFP Advisors’s Ultimate Software Group Inc ULTI Stock Holding History

IFP 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
Q1 		– Sell
-506
Closed -$123K – 3865
2018
Q4 		$123K Buy
506
+1
+0.2% +$265 0.01% 1087
2018
Q3 		$163K Buy
505
+166
+49% +$49.1K 0.01% 1192
2018
Q2 		$87K Buy
339
+96
+40% +$24.6K ﹤0.01% 1563
2018
Q1 		$53K Hold
243
– – ﹤0.01% 1778
2017
Q4 		$53K Buy
243
+6
+3% +$1.22K ﹤0.01% 1794
2017
Q3 		$45K Buy
237
+137
+137% +$27.6K ﹤0.01% 2061
2017
Q2 		$21K Buy
100
+15
+18% +$3.16K ﹤0.01% 2571
2017
Q1 		$17K Sell
85
-22
-21% -$4.28K ﹤0.01% 2619
2016
Q4 		$20K Sell
107
-2
-2% -$401 ﹤0.01% 2488
2016
Q3 		$22K Sell
109
-226
-67% -$47.7K ﹤0.01% 2363
2016
Q2 		$70K Buy
+335
New +$66.5K ﹤0.01% 1561
2016
Q1 		– Sell
-396
Closed -$77K – 3846
2015
Q4 		$77K Buy
+396
New +$77.5K 0.01% 1330

Other funds holding ULTI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

IFP Advisors's ULTI Position: Q1 2019 in Review

IFP Advisors sold out of Ultimate Software Group Inc (ULTI) in Q1 2019, closing a stake of 506 shares — an estimated $123K sold.

IFP Advisors first reported a position in ULTI in Q4 2015 and held it in 12 quarters. The position peaked at $163K in Q3 2018. 393 funds tracked by Wall St. Rank hold ULTI as of Q1 2019.

  • IFP Advisors reported no remaining Ultimate Software Group Inc position as of Q1 2019 after selling out during the quarter.
  • IFP Advisors sold 506 Ultimate Software Group Inc shares in Q1 2019, an estimated $123K.
  • IFP Advisors first reported a position in Ultimate Software Group Inc in Q4 2015 and held it in 12 quarters.
  • IFP Advisors's Ultimate Software Group Inc position peaked at $163K in Q3 2018.
  • 393 funds tracked by Wall St. Rank held Ultimate Software Group Inc as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.