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Baltimore-Washington Financial Advisors’s United Rentals URI Stock Holding History

Baltimore-Washington Financial Advisors’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
2015
Q4 		– Sell
-118
Closed -$7K – 246
2015
Q3 		$7K Buy
+118
New +$8.19K ﹤0.01% 220

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GE
General Electric Evendale, Ohio $369M AUM 19.65% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
MCM
Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Baltimore-Washington Financial Advisors's URI Position: Q4 2015 in Review

Baltimore-Washington Financial Advisors sold out of United Rentals (URI) in Q4 2015, closing a stake of 118 shares — an estimated $7K sold.

Baltimore-Washington Financial Advisors first reported a position in URI in Q3 2015 and held it in 1 quarter. The position peaked at $7K in Q3 2015. 509 funds tracked by Wall St. Rank hold URI as of Q4 2015.

  • Baltimore-Washington Financial Advisors reported no remaining United Rentals position as of Q4 2015 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 118 United Rentals shares in Q4 2015, an estimated $7K.
  • Baltimore-Washington Financial Advisors first reported a position in United Rentals in Q3 2015 and held it in 1 quarter.
  • Baltimore-Washington Financial Advisors's United Rentals position peaked at $7K in Q3 2015.
  • 509 funds tracked by Wall St. Rank held United Rentals as of Q4 2015.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q4 2015, filed 1 Feb 2016.