Ullmann Wealth Partners Group’s ePlus PLUS Stock Holding History

Ullmann Wealth Partners Group’s Portfolio PLUS Stock Details PLUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-796	Closed	-$26K	–	165
2017 Q1	$26K	Buy	+796	New	+$24.4K	0.02%	101

Other funds holding PLUS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Gobi Capital San Francisco, California $2.13B AUM 6.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ullmann Wealth Partners Group's PLUS Position: Q2 2017 in Review

Ullmann Wealth Partners Group sold out of ePlus (PLUS) in Q2 2017, closing a stake of 796 shares — an estimated $26K sold.

Ullmann Wealth Partners Group first reported a position in PLUS in Q1 2017 and held it in 1 quarter. The position peaked at $26K in Q1 2017. 178 funds tracked by Wall St. Rank hold PLUS as of Q2 2017.

Ullmann Wealth Partners Group reported no remaining ePlus position as of Q2 2017 after selling out during the quarter.
Ullmann Wealth Partners Group sold 796 ePlus shares in Q2 2017, an estimated $26K.
Ullmann Wealth Partners Group first reported a position in ePlus in Q1 2017 and held it in 1 quarter.
Ullmann Wealth Partners Group's ePlus position peaked at $26K in Q1 2017.
178 funds tracked by Wall St. Rank held ePlus as of Q2 2017.

Based on Ullmann Wealth Partners Group's 13F filing for Q2 2017, filed 24 Jul 2017.