SWM
ULTI

SeaCrest Wealth Management’s Ultimate Software Group Inc ULTI Stock Holding History

SeaCrest Wealth Management’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
-395
Closed -$130K – 2169
2019
Q1 		$130K Hold
395
– – 0.02% 605
2018
Q4 		$97K Sell
395
-5
-1% -$1.32K 0.02% 676
2018
Q3 		$129K Buy
400
+5
+1% +$1.48K 0.02% 663
2018
Q2 		$102K Hold
395
– – 0.02% 716
2018
Q1 		$96K Hold
395
– – 0.02% 718
2017
Q4 		$86K Buy
+395
New +$80.1K 0.02% 776

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