WCM
ULTI

Wealthcare Capital Management’s Ultimate Software Group Inc ULTI Stock Holding History

Wealthcare Capital Management’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
2015
Q3 		– Sell
-7
Closed -$1K – 409
2015
Q2 		$1K Sell
7
-47
-87% -$7.93K ﹤0.01% 368
2015
Q1 		$9K Buy
+54
New +$8.56K ﹤0.01% 514

Other funds holding ULTI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Wealthcare Capital Management's ULTI Position: Q3 2015 in Review

Wealthcare Capital Management sold out of Ultimate Software Group Inc (ULTI) in Q3 2015, closing a stake of 7 shares — an estimated $1K sold.

Wealthcare Capital Management first reported a position in ULTI in Q1 2015 and held it in 2 quarters. The position peaked at $9K in Q1 2015. 256 funds tracked by Wall St. Rank hold ULTI as of Q3 2015.

  • Wealthcare Capital Management reported no remaining Ultimate Software Group Inc position as of Q3 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 7 Ultimate Software Group Inc shares in Q3 2015, an estimated $1K.
  • Wealthcare Capital Management first reported a position in Ultimate Software Group Inc in Q1 2015 and held it in 2 quarters.
  • Wealthcare Capital Management's Ultimate Software Group Inc position peaked at $9K in Q1 2015.
  • 256 funds tracked by Wall St. Rank held Ultimate Software Group Inc as of Q3 2015.

Based on Wealthcare Capital Management's 13F filing for Q3 2015, filed 13 Nov 2015.