SIAS
ULTI

Shine Investment Advisory Services’s Ultimate Software Group Inc ULTI Stock Holding History

Shine Investment Advisory Services’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
-32
Closed -$11K – 732
2019
Q1 		$11K Hold
32
– – 0.01% 540
2018
Q4 		$8K Hold
32
– – ﹤0.01% 560
2018
Q3 		$10K Hold
32
– – 0.01% 530
2018
Q2 		$8K Hold
32
– – ﹤0.01% 571
2018
Q1 		$8K Sell
32
-8
-20% -$1.89K ﹤0.01% 569
2017
Q4 		$9K Hold
40
– – ﹤0.01% 558
2017
Q3 		$8K Hold
40
– – ﹤0.01% 574
2017
Q2 		$8K Buy
+40
New +$8.42K ﹤0.01% 564

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

Shine Investment Advisory Services's ULTI Position: Q2 2019 in Review

Shine Investment Advisory Services sold out of Ultimate Software Group Inc (ULTI) in Q2 2019, closing a stake of 32 shares — an estimated $11K sold.

Shine Investment Advisory Services first reported a position in ULTI in Q2 2017 and held it in 8 quarters. The position peaked at $11K in Q1 2019. 2 funds tracked by Wall St. Rank hold ULTI as of Q2 2019.

  • Shine Investment Advisory Services reported no remaining Ultimate Software Group Inc position as of Q2 2019 after selling out during the quarter.
  • Shine Investment Advisory Services sold 32 Ultimate Software Group Inc shares in Q2 2019, an estimated $11K.
  • Shine Investment Advisory Services first reported a position in Ultimate Software Group Inc in Q2 2017 and held it in 8 quarters.
  • Shine Investment Advisory Services's Ultimate Software Group Inc position peaked at $11K in Q1 2019.
  • 2 funds tracked by Wall St. Rank held Ultimate Software Group Inc as of Q2 2019.

Based on Shine Investment Advisory Services's 13F filing for Q2 2019, filed 25 Jul 2019.