IFAM
ULTI

Institutional & Family Asset Management’s Ultimate Software Group Inc ULTI Stock Holding History

Institutional & Family Asset 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
2019
Q2 		– Sell
-10
Closed -$3K – 902
2019
Q1 		$3K Hold
10
– – ﹤0.01% 690
2018
Q4 		$2K Sell
10
-7
-41% -$1.85K ﹤0.01% 734
2018
Q3 		$5K Hold
17
– – ﹤0.01% 634
2018
Q2 		$4K Hold
17
– – ﹤0.01% 653
2018
Q1 		$4K Buy
+17
New +$4.01K ﹤0.01% 645

Other funds holding ULTI

PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return
ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return

Institutional & Family Asset Management's ULTI Position: Q2 2019 in Review

Institutional & Family Asset Management sold out of Ultimate Software Group Inc (ULTI) in Q2 2019, closing a stake of 10 shares — an estimated $3K sold.

Institutional & Family Asset Management first reported a position in ULTI in Q1 2018 and held it in 5 quarters. The position peaked at $5K in Q3 2018. 2 funds tracked by Wall St. Rank hold ULTI as of Q2 2019.

  • Institutional & Family Asset Management reported no remaining Ultimate Software Group Inc position as of Q2 2019 after selling out during the quarter.
  • Institutional & Family Asset Management sold 10 Ultimate Software Group Inc shares in Q2 2019, an estimated $3K.
  • Institutional & Family Asset Management first reported a position in Ultimate Software Group Inc in Q1 2018 and held it in 5 quarters.
  • Institutional & Family Asset Management's Ultimate Software Group Inc position peaked at $5K in Q3 2018.
  • 2 funds tracked by Wall St. Rank held Ultimate Software Group Inc as of Q2 2019.

Based on Institutional & Family Asset Management's 13F filing for Q2 2019, filed 14 Aug 2019.