LFA
ULTI

Legacy Financial Advisors’s Ultimate Software Group Inc ULTI Stock Holding History

Legacy Financial 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
-48
Closed -$16K – 1052
2019
Q1 		$16K Hold
48
– – 0.01% 518
2018
Q4 		$12K Buy
+48
New +$12.7K ﹤0.01% 529

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

Legacy Financial Advisors's ULTI Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Ultimate Software Group Inc (ULTI) in Q2 2019, closing a stake of 48 shares — an estimated $16K sold.

Legacy Financial Advisors first reported a position in ULTI in Q4 2018 and held it in 2 quarters. The position peaked at $16K in Q1 2019. 2 funds tracked by Wall St. Rank hold ULTI as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Ultimate Software Group Inc position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 48 Ultimate Software Group Inc shares in Q2 2019, an estimated $16K.
  • Legacy Financial Advisors first reported a position in Ultimate Software Group Inc in Q4 2018 and held it in 2 quarters.
  • Legacy Financial Advisors's Ultimate Software Group Inc position peaked at $16K in Q1 2019.
  • 2 funds tracked by Wall St. Rank held Ultimate Software Group Inc as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.