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Archford Capital Strategies’s United Rentals URI Stock Holding History

Archford Capital Strategies’s Portfolio URI Stock Details URI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-10
Closed -$1K – 500
2019
Q2 		$1K Hold
10
– – ﹤0.01% 548
2019
Q1 		$1K Hold
10
– – ﹤0.01% 516
2018
Q4 		$1K Buy
+10
New +$1.2K ﹤0.01% 500
2016
Q4 		– Sell
-58
Closed -$4K – 749
2016
Q3 		$4K Buy
+58
New +$4.45K ﹤0.01% 445

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.68B AUM 19.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Archford Capital Strategies's URI Position: Q3 2019 in Review

Archford Capital Strategies sold out of United Rentals (URI) in Q3 2019, closing a stake of 10 shares — an estimated $1K sold.

Archford Capital Strategies first reported a position in URI in Q3 2016 and held it in 4 quarters. The position peaked at $4K in Q3 2016. 655 funds tracked by Wall St. Rank hold URI as of Q3 2019.

  • Archford Capital Strategies reported no remaining United Rentals position as of Q3 2019 after selling out during the quarter.
  • Archford Capital Strategies sold 10 United Rentals shares in Q3 2019, an estimated $1K.
  • Archford Capital Strategies first reported a position in United Rentals in Q3 2016 and held it in 4 quarters.
  • Archford Capital Strategies's United Rentals position peaked at $4K in Q3 2016.
  • 655 funds tracked by Wall St. Rank held United Rentals as of Q3 2019.

Based on Archford Capital Strategies's 13F filing for Q3 2019, filed 23 Oct 2019.