MAP
ULTI

Milestone Advisory Partners’s Ultimate Software Group Inc ULTI Stock Holding History

Milestone Advisory Partners’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
-1,282
Closed -$423K – 56
2019
Q1 		$423K Hold
1,282
– – 0.27% 33
2018
Q4 		$311K Hold
1,282
– – 0.27% 33
2018
Q3 		$413K Hold
1,282
– – 0.29% 31
2018
Q2 		$330K Hold
1,282
– – 0.25% 36
2018
Q1 		$312K Sell
1,282
-218
-15% -$51.5K 0.23% 36
2017
Q4 		$327K Buy
+1,500
New +$304K 0.24% 36

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

Milestone Advisory Partners's ULTI Position: Q2 2019 in Review

Milestone Advisory Partners sold out of Ultimate Software Group Inc (ULTI) in Q2 2019, closing a stake of 1,282 shares — an estimated $423K sold.

Milestone Advisory Partners first reported a position in ULTI in Q4 2017 and held it in 6 quarters. The position peaked at $423K in Q1 2019. 2 funds tracked by Wall St. Rank hold ULTI as of Q2 2019.

  • Milestone Advisory Partners reported no remaining Ultimate Software Group Inc position as of Q2 2019 after selling out during the quarter.
  • Milestone Advisory Partners sold 1,282 Ultimate Software Group Inc shares in Q2 2019, an estimated $423K.
  • Milestone Advisory Partners first reported a position in Ultimate Software Group Inc in Q4 2017 and held it in 6 quarters.
  • Milestone Advisory Partners's Ultimate Software Group Inc position peaked at $423K in Q1 2019.
  • 2 funds tracked by Wall St. Rank held Ultimate Software Group Inc as of Q2 2019.

Based on Milestone Advisory Partners's 13F filing for Q2 2019, filed 4 Aug 2020.