RFA
ULTI

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

Reilly 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
2019
Q2 		– Sell
-68
Closed -$22K – 1035
2019
Q1 		$22K Hold
68
– – ﹤0.01% 517
2018
Q4 		$17K Hold
68
– – ﹤0.01% 540
2018
Q3 		$22K Hold
68
– – ﹤0.01% 538
2018
Q2 		$17K Hold
68
– – ﹤0.01% 558
2018
Q1 		$17K Buy
+68
New +$16.1K ﹤0.01% 542

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

Reilly Financial Advisors's ULTI Position: Q2 2019 in Review

Reilly Financial Advisors sold out of Ultimate Software Group Inc (ULTI) in Q2 2019, closing a stake of 68 shares — an estimated $22K sold.

Reilly Financial Advisors first reported a position in ULTI in Q1 2018 and held it in 5 quarters. The position peaked at $22K in Q1 2019. 2 funds tracked by Wall St. Rank hold ULTI as of Q2 2019.

  • Reilly Financial Advisors reported no remaining Ultimate Software Group Inc position as of Q2 2019 after selling out during the quarter.
  • Reilly Financial Advisors sold 68 Ultimate Software Group Inc shares in Q2 2019, an estimated $22K.
  • Reilly Financial Advisors first reported a position in Ultimate Software Group Inc in Q1 2018 and held it in 5 quarters.
  • Reilly Financial Advisors's Ultimate Software Group Inc position peaked at $22K in Q1 2019.
  • 2 funds tracked by Wall St. Rank held Ultimate Software Group Inc as of Q2 2019.

Based on Reilly Financial Advisors's 13F filing for Q2 2019, filed 23 Jul 2019.