SWM
ULTI

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

Selective 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
-9,428
Closed -$3.11M – 47
2019
Q1 		$3.11M Buy
+9,428
New +$2.89M 3.76% 14

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

Selective Wealth Management's ULTI Position: Q2 2019 in Review

Selective Wealth Management sold out of Ultimate Software Group Inc (ULTI) in Q2 2019, closing a stake of 9,428 shares — an estimated $3.11M sold.

Selective Wealth Management first reported a position in ULTI in Q1 2019 and held it in 1 quarter. The position peaked at $3.11M in Q1 2019. 2 funds tracked by Wall St. Rank hold ULTI as of Q2 2019.

  • Selective Wealth Management reported no remaining Ultimate Software Group Inc position as of Q2 2019 after selling out during the quarter.
  • Selective Wealth Management sold 9,428 Ultimate Software Group Inc shares in Q2 2019, an estimated $3.11M.
  • Selective Wealth Management first reported a position in Ultimate Software Group Inc in Q1 2019 and held it in 1 quarter.
  • Selective Wealth Management's Ultimate Software Group Inc position peaked at $3.11M in Q1 2019.
  • 2 funds tracked by Wall St. Rank held Ultimate Software Group Inc as of Q2 2019.

Based on Selective Wealth Management's 13F filing for Q2 2019, filed 16 Jul 2019.