JMPWA
ULTI

JP Morgan Private Wealth Advisors’s Ultimate Software Group Inc ULTI Stock Holding History

JP Morgan Private Wealth 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
-1,583
Closed -$523K – 1500
2019
Q1 		$523K Buy
1,583
+13
+0.8% +$3.98K ﹤0.01% 1022
2018
Q4 		$384K Sell
1,570
-68
-4% -$18K ﹤0.01% 1059
2018
Q3 		$528K Sell
1,638
-33
-2% -$9.77K ﹤0.01% 1053
2018
Q2 		$430K Buy
1,671
+37
+2% +$9.5K ﹤0.01% 1066
2018
Q1 		$398K Sell
1,634
-24
-1% -$5.67K ﹤0.01% 948
2017
Q4 		$362K Buy
1,658
+4
+0.2% +$812 ﹤0.01% 983
2017
Q3 		$314K Buy
1,654
+624
+61% +$126K ﹤0.01% 1003
2017
Q2 		$216K Sell
1,030
-144
-12% -$30.3K ﹤0.01% 1125
2017
Q1 		$229K Buy
+1,174
New +$229K ﹤0.01% 1188
2016
Q2 		– Sell
-1,720
Closed -$332K – 1341
2016
Q1 		$332K Buy
+1,720
New +$299K ﹤0.01% 910
2013
Q4 		– Sell
-1,395
Closed -$206K – 721
2013
Q3 		$206K Buy
+1,395
New +$194K ﹤0.01% 594

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

JP Morgan Private Wealth Advisors's ULTI Position: Q2 2019 in Review

JP Morgan Private Wealth Advisors sold out of Ultimate Software Group Inc (ULTI) in Q2 2019, closing a stake of 1,583 shares — an estimated $523K sold.

JP Morgan Private Wealth Advisors first reported a position in ULTI in Q3 2013 and held it in 11 quarters. The position peaked at $528K in Q3 2018. 2 funds tracked by Wall St. Rank hold ULTI as of Q2 2019.

  • JP Morgan Private Wealth Advisors reported no remaining Ultimate Software Group Inc position as of Q2 2019 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 1,583 Ultimate Software Group Inc shares in Q2 2019, an estimated $523K.
  • JP Morgan Private Wealth Advisors first reported a position in Ultimate Software Group Inc in Q3 2013 and held it in 11 quarters.
  • JP Morgan Private Wealth Advisors's Ultimate Software Group Inc position peaked at $528K in Q3 2018.
  • 2 funds tracked by Wall St. Rank held Ultimate Software Group Inc as of Q2 2019.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.