TL
ULTI

TrueWealth LLC’s Ultimate Software Group Inc ULTI Stock Holding History

TrueWealth LLC’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
-47
Closed -$16K – 787
2019
Q1 		$16K Hold
47
– – 0.01% 399
2018
Q4 		$12K Hold
47
– – 0.01% 421
2018
Q3 		$15K Hold
47
– – 0.01% 425
2018
Q2 		$12K Hold
47
– – 0.01% 463
2018
Q1 		$11K Hold
47
– – 0.01% 442
2017
Q4 		$10K Buy
+47
New +$9.54K ﹤0.01% 519

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