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

Taylor Wealth Management Partners’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 Q1	–	Sell	-331	Closed	-$81K	–	125
2018 Q4	$81K	Sell	331 -100	-23%	-$26.5K	0.05%	52
2018 Q3	$139K	Hold	431	–	–	0.06%	58
2018 Q2	$111K	Hold	431	–	–	0.05%	60
2018 Q1	$105K	Hold	431	–	–	0.05%	62
2017 Q4	$94K	Hold	431	–	–	0.04%	85
2017 Q3	$82K	Hold	431	–	–	0.04%	90
2017 Q2	$91K	Hold	431	–	–	0.04%	83
2017 Q1	$84K	Sell	431 -10	-2%	-$1.95K	0.04%	90
2016 Q4	$80K	Sell	441 -93	-17%	-$18.6K	0.04%	90
2016 Q3	$109K	Sell	534 -50	-9%	-$10.6K	0.05%	69
2016 Q2	$123K	Hold	584	–	–	0.05%	60
2016 Q1	$113K	Hold	584	–	–	0.05%	55
2015 Q4	$114K	Sell	584 -51	-8%	-$9.99K	0.05%	58
2015 Q3	$114K	Buy	635 +44	+7%	+$7.86K	0.06%	54
2015 Q2	$97K	Hold	591	–	–	0.03%	68
2015 Q1	$100K	Buy	+591	New	+$93.7K	0.03%	61

Other funds holding ULTI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

DKCM

Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Taylor Wealth Management Partners's ULTI Position: Q1 2019 in Review

Taylor Wealth Management Partners sold out of Ultimate Software Group Inc (ULTI) in Q1 2019, closing a stake of 331 shares — an estimated $81K sold.

Taylor Wealth Management Partners first reported a position in ULTI in Q1 2015 and held it in 16 quarters. The position peaked at $139K in Q3 2018. 392 funds tracked by Wall St. Rank hold ULTI as of Q1 2019.

Taylor Wealth Management Partners reported no remaining Ultimate Software Group Inc position as of Q1 2019 after selling out during the quarter.
Taylor Wealth Management Partners sold 331 Ultimate Software Group Inc shares in Q1 2019, an estimated $81K.
Taylor Wealth Management Partners first reported a position in Ultimate Software Group Inc in Q1 2015 and held it in 16 quarters.
Taylor Wealth Management Partners's Ultimate Software Group Inc position peaked at $139K in Q3 2018.
392 funds tracked by Wall St. Rank held Ultimate Software Group Inc as of Q1 2019.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2019, filed 14 May 2019.