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Buckley Wealth Management’s United Rentals URI Stock Holding History

Buckley Wealth 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
2018
Q4 		– Sell
-2,343
Closed -$383K – 149
2018
Q3 		$383K Sell
2,343
-108
-4% -$16.8K 0.17% 113
2018
Q2 		$362K Sell
2,451
-84
-3% -$13.7K 0.17% 116
2018
Q1 		$438K Sell
2,535
-49
-2% -$8.7K 0.22% 101
2017
Q4 		$444K Buy
+2,584
New +$393K 0.22% 103

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Buckley Wealth Management's URI Position: Q4 2018 in Review

Buckley Wealth Management sold out of United Rentals (URI) in Q4 2018, closing a stake of 2,343 shares — an estimated $383K sold.

Buckley Wealth Management first reported a position in URI in Q4 2017 and held it in 4 quarters. The position peaked at $444K in Q4 2017. 661 funds tracked by Wall St. Rank hold URI as of Q4 2018.

  • Buckley Wealth Management reported no remaining United Rentals position as of Q4 2018 after selling out during the quarter.
  • Buckley Wealth Management sold 2,343 United Rentals shares in Q4 2018, an estimated $383K.
  • Buckley Wealth Management first reported a position in United Rentals in Q4 2017 and held it in 4 quarters.
  • Buckley Wealth Management's United Rentals position peaked at $444K in Q4 2017.
  • 661 funds tracked by Wall St. Rank held United Rentals as of Q4 2018.

Based on Buckley Wealth Management's 13F filing for Q4 2018, filed 1 Feb 2019.