VIA
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Vantage Investment Advisors’s Ubiquiti UI Stock Holding History

Vantage Investment Advisors’s Portfolio UI Stock Details UI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-63
Closed -$4K – 863
2017
Q4 		$4K Buy
+63
New +$4.04K ﹤0.01% 706

Other funds holding UI

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Vantage Investment Advisors's UI Position: Q1 2018 in Review

Vantage Investment Advisors sold out of Ubiquiti (UI) in Q1 2018, closing a stake of 63 shares — an estimated $4K sold.

Vantage Investment Advisors first reported a position in UI in Q4 2017 and held it in 1 quarter. The position peaked at $4K in Q4 2017. 161 funds tracked by Wall St. Rank hold UI as of Q1 2018.

  • Vantage Investment Advisors reported no remaining Ubiquiti position as of Q1 2018 after selling out during the quarter.
  • Vantage Investment Advisors sold 63 Ubiquiti shares in Q1 2018, an estimated $4K.
  • Vantage Investment Advisors first reported a position in Ubiquiti in Q4 2017 and held it in 1 quarter.
  • Vantage Investment Advisors's Ubiquiti position peaked at $4K in Q4 2017.
  • 161 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2018.

Based on Vantage Investment Advisors's 13F filing for Q1 2018, filed 10 May 2018.