WFG Advisors’s Ultimate Software Group Inc ULTI Stock Holding History

WFG 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
2015 Q1	–	Sell	-2	Closed	–	–	2160
2014 Q4	$0	Buy	+2	New	+$290	﹤0.01%	2293

Other funds holding ULTI

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

WFG Advisors's ULTI Position: Q1 2015 in Review

WFG Advisors sold out of Ultimate Software Group Inc (ULTI) in Q1 2015, closing a stake of 2 shares.

WFG Advisors first reported a position in ULTI in Q4 2014 and held it in 1 quarter. The position peaked at $0 in Q4 2014. 240 funds tracked by Wall St. Rank hold ULTI as of Q1 2015.

WFG Advisors reported no remaining Ultimate Software Group Inc position as of Q1 2015 after selling out during the quarter.
WFG Advisors sold 2 Ultimate Software Group Inc shares in Q1 2015.
WFG Advisors first reported a position in Ultimate Software Group Inc in Q4 2014 and held it in 1 quarter.
WFG Advisors's Ultimate Software Group Inc position peaked at $0 in Q4 2014.
240 funds tracked by Wall St. Rank held Ultimate Software Group Inc as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.