SPIA
ULTI

Steward Partners Investment Advisory’s Ultimate Software Group Inc ULTI Stock Holding History

Steward Partners Investment Advisory’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
-68
Closed -$22K – 2537
2018
Q3 		$22K Buy
68
+31
+84% +$9.17K ﹤0.01% 1528
2018
Q2 		$10K Hold
37
– – ﹤0.01% 1759
2018
Q1 		$9K Sell
37
-17
-31% -$4.01K ﹤0.01% 1628
2017
Q4 		$11K Buy
54
+37
+218% +$7.51K ﹤0.01% 1334
2017
Q3 		$3K Hold
17
– – ﹤0.01% 1449
2017
Q2 		$3K Hold
17
– – ﹤0.01% 1379
2017
Q1 		$3K Buy
+17
New +$3.31K ﹤0.01% 1276

Other funds holding ULTI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
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
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Steward Partners Investment Advisory's ULTI Position: Q4 2018 in Review

Steward Partners Investment Advisory sold out of Ultimate Software Group Inc (ULTI) in Q4 2018, closing a stake of 68 shares — an estimated $22K sold.

Steward Partners Investment Advisory first reported a position in ULTI in Q1 2017 and held it in 7 quarters. The position peaked at $22K in Q3 2018. 376 funds tracked by Wall St. Rank hold ULTI as of Q4 2018.

  • Steward Partners Investment Advisory reported no remaining Ultimate Software Group Inc position as of Q4 2018 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 68 Ultimate Software Group Inc shares in Q4 2018, an estimated $22K.
  • Steward Partners Investment Advisory first reported a position in Ultimate Software Group Inc in Q1 2017 and held it in 7 quarters.
  • Steward Partners Investment Advisory's Ultimate Software Group Inc position peaked at $22K in Q3 2018.
  • 376 funds tracked by Wall St. Rank held Ultimate Software Group Inc as of Q4 2018.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2018, filed 15 Jan 2019.