OIA
ULTI

Optimum Investment Advisors’s Ultimate Software Group Inc ULTI Stock Holding History

Optimum Investment 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
-20
Closed -$7K – 1040
2019
Q1 		$7K Hold
20
– – ﹤0.01% 868
2018
Q4 		$5K Hold
20
– – ﹤0.01% 860
2018
Q3 		$6K Hold
20
– – ﹤0.01% 913
2018
Q2 		$5K Hold
20
– – ﹤0.01% 939
2018
Q1 		$5K Buy
+20
New +$4.72K ﹤0.01% 907

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

Optimum Investment Advisors's ULTI Position: Q2 2019 in Review

Optimum Investment Advisors sold out of Ultimate Software Group Inc (ULTI) in Q2 2019, closing a stake of 20 shares — an estimated $7K sold.

Optimum Investment Advisors first reported a position in ULTI in Q1 2018 and held it in 5 quarters. The position peaked at $7K in Q1 2019. 2 funds tracked by Wall St. Rank hold ULTI as of Q2 2019.

  • Optimum Investment Advisors reported no remaining Ultimate Software Group Inc position as of Q2 2019 after selling out during the quarter.
  • Optimum Investment Advisors sold 20 Ultimate Software Group Inc shares in Q2 2019, an estimated $7K.
  • Optimum Investment Advisors first reported a position in Ultimate Software Group Inc in Q1 2018 and held it in 5 quarters.
  • Optimum Investment Advisors's Ultimate Software Group Inc position peaked at $7K in Q1 2019.
  • 2 funds tracked by Wall St. Rank held Ultimate Software Group Inc as of Q2 2019.

Based on Optimum Investment Advisors's 13F filing for Q2 2019, filed 29 Jul 2019.