LWA
ULTI

Lenox Wealth Advisors’s Ultimate Software Group Inc ULTI Stock Holding History

Lenox 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
-28
Closed -$9K – 611
2019
Q1 		$9K Buy
28
+12
+75% +$3.68K ﹤0.01% 290
2018
Q4 		$4K Hold
16
– – ﹤0.01% 308
2018
Q3 		$5K Hold
16
– – ﹤0.01% 316
2018
Q2 		$4K Sell
16
-5
-24% -$1.28K ﹤0.01% 474
2018
Q1 		$5K Buy
+21
New +$4.96K ﹤0.01% 424
2016
Q3 		– Sell
-32
Closed -$7K – 224
2016
Q2 		$7K Hold
32
– – ﹤0.01% 178
2016
Q1 		$6K Hold
32
– – ﹤0.01% 187
2015
Q4 		$6K Buy
+32
New +$6.26K ﹤0.01% 216

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

Lenox Wealth Advisors's ULTI Position: Q2 2019 in Review

Lenox Wealth Advisors sold out of Ultimate Software Group Inc (ULTI) in Q2 2019, closing a stake of 28 shares — an estimated $9K sold.

Lenox Wealth Advisors first reported a position in ULTI in Q4 2015 and held it in 8 quarters. The position peaked at $9K in Q1 2019. 2 funds tracked by Wall St. Rank hold ULTI as of Q2 2019.

  • Lenox Wealth Advisors reported no remaining Ultimate Software Group Inc position as of Q2 2019 after selling out during the quarter.
  • Lenox Wealth Advisors sold 28 Ultimate Software Group Inc shares in Q2 2019, an estimated $9K.
  • Lenox Wealth Advisors first reported a position in Ultimate Software Group Inc in Q4 2015 and held it in 8 quarters.
  • Lenox Wealth Advisors's Ultimate Software Group Inc position peaked at $9K in Q1 2019.
  • 2 funds tracked by Wall St. Rank held Ultimate Software Group Inc as of Q2 2019.

Based on Lenox Wealth Advisors's 13F filing for Q2 2019, filed 12 Jul 2019.