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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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
JIM
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return

Concert Wealth Management's URI Position: Q2 2017 in Review

Concert Wealth Management sold out of United Rentals (URI) in Q2 2017, closing a stake of 12,137 shares — an estimated $1.28M sold.

Concert Wealth Management first reported a position in URI in Q2 2013 and held it in 16 quarters. The position peaked at $1.68M in Q4 2014. 577 funds tracked by Wall St. Rank hold URI as of Q2 2017.

  • Concert Wealth Management reported no remaining United Rentals position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 12,137 United Rentals shares in Q2 2017, an estimated $1.28M.
  • Concert Wealth Management first reported a position in United Rentals in Q2 2013 and held it in 16 quarters.
  • Concert Wealth Management's United Rentals position peaked at $1.68M in Q4 2014.
  • 577 funds tracked by Wall St. Rank held United Rentals as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.