Concert Wealth Management’s United Rentals URI Stock Holding History

Concert 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
2017 Q2	–	Sell	-12,137	Closed	-$1.28M	–	424
2017 Q1	$1.28M	Sell	12,137 -53	-0.4%	-$6.45K	0.29%	101
2016 Q4	$1.29M	Sell	12,190 -3,226	-21%	-$294K	0.29%	101
2016 Q3	$1.21M	Buy	15,416 +549	+4%	+$42.1K	0.15%	175
2016 Q2	$998K	Buy	14,867 +23	+0.2%	+$1.5K	0.14%	208
2016 Q1	$921K	Sell	14,844 -3,200	-18%	-$178K	0.12%	212
2015 Q4	$1.31M	Buy	18,044 +360	+2%	+$26K	0.18%	141
2015 Q3	$1.06M	Buy	17,684 +712	+4%	+$49.4K	0.14%	177
2015 Q2	$1.5M	Buy	16,972 +182	+1%	+$17.4K	0.19%	134
2015 Q1	$1.02M	Buy	16,790 +236	+1%	+$21.2K	0.29%	82
2014 Q4	$1.68M	Buy	16,554 +2,836	+21%	+$304K	0.26%	100
2014 Q3	$1.52M	Sell	13,718 -342	-2%	-$38.5K	0.21%	77
2014 Q2	$1.43M	Buy	14,060 +521	+4%	+$50.9K	0.18%	76
2014 Q1	$1.25M	Sell	13,539 -367	-3%	-$31.1K	0.16%	100
2013 Q4	$1.08M	Buy	13,906 +141	+1%	+$9.45K	0.14%	120
2013 Q3	$800K	Buy	13,765 +863	+7%	+$47.9K	0.11%	166
2013 Q2	$639K	Buy	+12,902	New	+$687K	0.1%	181

Other funds holding URI

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

APG Asset Management

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return