Boston Private Bank & Trust’s United Rentals URI Stock Holding History

Boston Private Bank & Trust’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 Q1	$366K	Buy	4,015 +135	+3%	+$12.1K	0.02%	330
2014 Q4	$396K	Buy	3,880 +65	+2%	+$6.97K	0.02%	322
2014 Q3	$424K	Hold	3,815	–	–	0.02%	312
2014 Q2	$400K	Hold	3,815	–	–	0.02%	318
2014 Q1	$362K	Sell	3,815 -48	-1%	-$4.07K	0.02%	328
2013 Q4	$301K	Buy	3,863 +1,448	+60%	+$97K	0.02%	351
2013 Q3	$141K	Hold	2,415	–	–	0.01%	422
2013 Q2	$121K	Buy	+2,415	New	+$129K	0.01%	436

Other funds holding URI

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

Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

BIT

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

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

BFA

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

Boston Private Bank & Trust's URI Position: Q1 2015 in Review

Boston Private Bank & Trust increased its United Rentals (URI) stake by 3.5% in Q1 2015, buying an estimated $12.1K and bringing the position to 4,015 shares worth $366K. The position accounts for 0.02% of the portfolio, ranked #330.

Boston Private Bank & Trust first reported a position in URI in Q2 2013 and has held it in 8 quarters since. The position peaked at $424K in Q3 2014. 541 funds tracked by Wall St. Rank hold URI as of Q1 2015.

Boston Private Bank & Trust held 4,015 shares of United Rentals worth $366K as of Q1 2015.
Boston Private Bank & Trust bought 135 United Rentals shares in Q1 2015, an estimated $12.1K.
United Rentals made up 0.02% of Boston Private Bank & Trust's portfolio in Q1 2015, its #330 holding.
Boston Private Bank & Trust first reported a position in United Rentals in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's United Rentals position peaked at $424K in Q3 2014.
541 funds tracked by Wall St. Rank held United Rentals as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.