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

Plante Moran 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
2018 Q4	–	Sell	-2	Closed	-$1K	–	1003
2018 Q3	$1K	Sell	2 -6	-75%	-$1.77K	﹤0.01%	743
2018 Q2	$2K	Sell	8 -1	-11%	-$257	﹤0.01%	750
2018 Q1	$2K	Sell	9 -1	-10%	-$236	﹤0.01%	879
2017 Q4	$2K	Hold	10	–	–	﹤0.01%	809
2017 Q3	$2K	Buy	10 +1	+11%	+$202	﹤0.01%	745
2017 Q2	$2K	Hold	9	–	–	﹤0.01%	766
2017 Q1	$2K	Buy	+9	New	+$1.75K	﹤0.01%	808
2014 Q2	–	Sell	-60	Closed	-$8K	–	871
2014 Q1	$8K	Buy	+60	New	+$9.41K	0.01%	417

Other funds holding ULTI

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Plante Moran Financial Advisors's ULTI Position: Q4 2018 in Review

Plante Moran Financial Advisors sold out of Ultimate Software Group Inc (ULTI) in Q4 2018, closing a stake of 2 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in ULTI in Q1 2014 and held it in 8 quarters. The position peaked at $8K in Q1 2014. 376 funds tracked by Wall St. Rank hold ULTI as of Q4 2018.

Plante Moran Financial Advisors reported no remaining Ultimate Software Group Inc position as of Q4 2018 after selling out during the quarter.
Plante Moran Financial Advisors sold 2 Ultimate Software Group Inc shares in Q4 2018, an estimated $1K.
Plante Moran Financial Advisors first reported a position in Ultimate Software Group Inc in Q1 2014 and held it in 8 quarters.
Plante Moran Financial Advisors's Ultimate Software Group Inc position peaked at $8K in Q1 2014.
376 funds tracked by Wall St. Rank held Ultimate Software Group Inc as of Q4 2018.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.