VFA
ULTI

Valeo Financial Advisors’s Ultimate Software Group Inc ULTI Stock Holding History

Valeo Financial Advisors’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
-11
Closed -$4K – 1719
2019
Q1 		$4K Hold
11
– – ﹤0.01% 1263
2018
Q4 		$3K Sell
11
-17
-61% -$4.51K ﹤0.01% 1246
2018
Q3 		$8K Sell
28
-6
-18% -$1.77K ﹤0.01% 1066
2018
Q2 		$10K Sell
34
-49
-59% -$12.6K ﹤0.01% 952
2018
Q1 		$20K Buy
83
+39
+89% +$9.21K ﹤0.01% 723
2017
Q4 		$10K Sell
44
-7
-14% -$1.42K ﹤0.01% 847
2017
Q3 		$10K Buy
+51
New +$10.3K ﹤0.01% 707

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

Valeo Financial Advisors's ULTI Position: Q2 2019 in Review

Valeo Financial Advisors sold out of Ultimate Software Group Inc (ULTI) in Q2 2019, closing a stake of 11 shares — an estimated $4K sold.

Valeo Financial Advisors first reported a position in ULTI in Q3 2017 and held it in 7 quarters. The position peaked at $20K in Q1 2018. 2 funds tracked by Wall St. Rank hold ULTI as of Q2 2019.

  • Valeo Financial Advisors reported no remaining Ultimate Software Group Inc position as of Q2 2019 after selling out during the quarter.
  • Valeo Financial Advisors sold 11 Ultimate Software Group Inc shares in Q2 2019, an estimated $4K.
  • Valeo Financial Advisors first reported a position in Ultimate Software Group Inc in Q3 2017 and held it in 7 quarters.
  • Valeo Financial Advisors's Ultimate Software Group Inc position peaked at $20K in Q1 2018.
  • 2 funds tracked by Wall St. Rank held Ultimate Software Group Inc as of Q2 2019.

Based on Valeo Financial Advisors's 13F filing for Q2 2019, filed 10 Jul 2019.