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Barrett Asset Management’s United Rentals URI Stock Holding History

Barrett Asset Management’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
2016
Q2 		– Sell
-155
Closed -$10K – 392
2016
Q1 		$10K Buy
+155
New +$8.62K ﹤0.01% 317

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State Street
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GE
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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

Barrett Asset Management's URI Position: Q2 2016 in Review

Barrett Asset Management sold out of United Rentals (URI) in Q2 2016, closing a stake of 155 shares — an estimated $10K sold.

Barrett Asset Management first reported a position in URI in Q1 2016 and held it in 1 quarter. The position peaked at $10K in Q1 2016. 479 funds tracked by Wall St. Rank hold URI as of Q2 2016.

  • Barrett Asset Management reported no remaining United Rentals position as of Q2 2016 after selling out during the quarter.
  • Barrett Asset Management sold 155 United Rentals shares in Q2 2016, an estimated $10K.
  • Barrett Asset Management first reported a position in United Rentals in Q1 2016 and held it in 1 quarter.
  • Barrett Asset Management's United Rentals position peaked at $10K in Q1 2016.
  • 479 funds tracked by Wall St. Rank held United Rentals as of Q2 2016.

Based on Barrett Asset Management's 13F filing for Q2 2016, filed 18 Jul 2016.