IWM
ULTI

IHT Wealth Management’s Ultimate Software Group Inc ULTI Stock Holding History

IHT Wealth Management’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
2017
Q4 		– Sell
-25
Closed -$5K – 1809
2017
Q3 		$5K Hold
25
– – ﹤0.01% 1106
2017
Q2 		$1K Hold
25
– – ﹤0.01% 1395
2017
Q1 		$5K Buy
+25
New +$4.87K ﹤0.01% 973

Other funds holding ULTI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

IHT Wealth Management's ULTI Position: Q4 2017 in Review

IHT Wealth Management sold out of Ultimate Software Group Inc (ULTI) in Q4 2017, closing a stake of 25 shares — an estimated $5K sold.

IHT Wealth Management first reported a position in ULTI in Q1 2017 and held it in 3 quarters. The position peaked at $5K in Q3 2017. 310 funds tracked by Wall St. Rank hold ULTI as of Q4 2017.

  • IHT Wealth Management reported no remaining Ultimate Software Group Inc position as of Q4 2017 after selling out during the quarter.
  • IHT Wealth Management sold 25 Ultimate Software Group Inc shares in Q4 2017, an estimated $5K.
  • IHT Wealth Management first reported a position in Ultimate Software Group Inc in Q1 2017 and held it in 3 quarters.
  • IHT Wealth Management's Ultimate Software Group Inc position peaked at $5K in Q3 2017.
  • 310 funds tracked by Wall St. Rank held Ultimate Software Group Inc as of Q4 2017.

Based on IHT Wealth Management's 13F filing for Q4 2017, filed 14 Feb 2018.