IWM
UI icon

IHT Wealth Management’s Ubiquiti UI Stock Holding History

IHT 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
2018
Q2 		– Sell
-656
Closed -$45K – 1311
2018
Q1 		$45K Hold
656
– – 0.01% 717
2017
Q4 		$49K Buy
656
+600
+1,071% +$38.4K 0.01% 706
2017
Q3 		$3K Hold
56
– – ﹤0.01% 1180
2017
Q2 		$75 Hold
56
– – 0.04% 405
2017
Q1 		$3K Hold
56
– – ﹤0.01% 1044
2016
Q4 		$3K Buy
+56
New +$3.06K ﹤0.01% 1000

Other funds holding UI

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return

IHT Wealth Management's UI Position: Q2 2018 in Review

IHT Wealth Management sold out of Ubiquiti (UI) in Q2 2018, closing a stake of 656 shares — an estimated $45K sold.

IHT Wealth Management first reported a position in UI in Q4 2016 and held it in 6 quarters. The position peaked at $49K in Q4 2017. 181 funds tracked by Wall St. Rank hold UI as of Q2 2018.

  • IHT Wealth Management reported no remaining Ubiquiti position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 656 Ubiquiti shares in Q2 2018, an estimated $45K.
  • IHT Wealth Management first reported a position in Ubiquiti in Q4 2016 and held it in 6 quarters.
  • IHT Wealth Management's Ubiquiti position peaked at $49K in Q4 2017.
  • 181 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.