Measured Wealth Private Client Group’s Ubiquiti UI Stock Holding History

Measured Wealth Private Client Group’s Portfolio UI Stock Details UI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-1,560	Closed	-$234K	–	220
2019 Q1	$234K	Buy	+1,560	New	+$197K	0.14%	155
2018 Q4	–	Sell	-925	Closed	-$91K	–	672
2018 Q3	$91K	Buy	+925	New	+$81.6K	0.05%	250

Other funds holding UI

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Measured Wealth Private Client Group's UI Position: Q2 2019 in Review

Measured Wealth Private Client Group sold out of Ubiquiti (UI) in Q2 2019, closing a stake of 1,560 shares — an estimated $234K sold.

Measured Wealth Private Client Group first reported a position in UI in Q3 2018 and held it in 2 quarters. The position peaked at $234K in Q1 2019. 227 funds tracked by Wall St. Rank hold UI as of Q2 2019.

Measured Wealth Private Client Group reported no remaining Ubiquiti position as of Q2 2019 after selling out during the quarter.
Measured Wealth Private Client Group sold 1,560 Ubiquiti shares in Q2 2019, an estimated $234K.
Measured Wealth Private Client Group first reported a position in Ubiquiti in Q3 2018 and held it in 2 quarters.
Measured Wealth Private Client Group's Ubiquiti position peaked at $234K in Q1 2019.
227 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2019.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2019, filed 26 Jul 2019.