Juncture Wealth Strategies’s Ultimate Software Group Inc ULTI Stock Holding History

Juncture Wealth Strategies’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	-1,623	Closed	-$536K	–	132
2019 Q1	$536K	Sell	1,623 -126	-7%	-$38.6K	0.41%	66
2018 Q4	$428K	Buy	1,749 +759	+77%	+$201K	0.29%	71
2018 Q3	$319K	Sell	990 -2	-0.2%	-$592	0.17%	91
2018 Q2	$255K	Buy	+992	New	+$255K	0.14%	97

Other funds holding ULTI

PCG

Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return

McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return

Juncture Wealth Strategies's ULTI Position: Q2 2019 in Review

Juncture Wealth Strategies sold out of Ultimate Software Group Inc (ULTI) in Q2 2019, closing a stake of 1,623 shares — an estimated $536K sold.

Juncture Wealth Strategies first reported a position in ULTI in Q2 2018 and held it in 4 quarters. The position peaked at $536K in Q1 2019. 2 funds tracked by Wall St. Rank hold ULTI as of Q2 2019.

Juncture Wealth Strategies reported no remaining Ultimate Software Group Inc position as of Q2 2019 after selling out during the quarter.
Juncture Wealth Strategies sold 1,623 Ultimate Software Group Inc shares in Q2 2019, an estimated $536K.
Juncture Wealth Strategies first reported a position in Ultimate Software Group Inc in Q2 2018 and held it in 4 quarters.
Juncture Wealth Strategies's Ultimate Software Group Inc position peaked at $536K in Q1 2019.
2 funds tracked by Wall St. Rank held Ultimate Software Group Inc as of Q2 2019.

Based on Juncture Wealth Strategies's 13F filing for Q2 2019, filed 16 Jul 2019.