WP
ULTI

WealthPLAN Partners’s Ultimate Software Group Inc ULTI Stock Holding History

WealthPLAN Partners’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
2016
Q3 		$3.06K Sell
15
-15
-50% -$3.17K ﹤0.01% 798
2016
Q2 		$3.16K Buy
+30
New +$5.95K ﹤0.01% 2121

Other funds holding ULTI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

WealthPLAN Partners's ULTI Position: Q3 2016 in Review

WealthPLAN Partners reduced its Ultimate Software Group Inc (ULTI) stake by 50% in Q3 2016, selling an estimated $3.17K and leaving 15 shares worth $3.06K. The position accounts for ﹤0.01% of the portfolio, ranked #798.

WealthPLAN Partners first reported a position in ULTI in Q2 2016 and has held it in 2 quarters since. The position peaked at $3.16K in Q2 2016. 312 funds tracked by Wall St. Rank hold ULTI as of Q3 2016.

  • WealthPLAN Partners held 15 shares of Ultimate Software Group Inc worth $3.06K as of Q3 2016.
  • WealthPLAN Partners sold 15 Ultimate Software Group Inc shares in Q3 2016, an estimated $3.17K.
  • Ultimate Software Group Inc made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #798 holding.
  • WealthPLAN Partners first reported a position in Ultimate Software Group Inc in Q2 2016 and has held it in 2 quarters since.
  • WealthPLAN Partners's Ultimate Software Group Inc position peaked at $3.16K in Q2 2016.
  • 312 funds tracked by Wall St. Rank held Ultimate Software Group Inc as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.