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Cornerstone Financial Partners’s United Rentals URI Stock Holding History

Cornerstone Financial Partners’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
Q1 		– Sell
-2,526
Closed -$268K – 174
2016
Q4 		$268K Sell
2,526
-3,069
-55% -$279K 0.09% 136
2016
Q3 		$438K Hold
5,595
– – 0.15% 100
2016
Q2 		$376K Sell
5,595
-546
-9% -$35.7K 0.13% 116
2016
Q1 		$378K Buy
6,141
+710
+13% +$39.5K 0.15% 111
2015
Q4 		$395K Buy
+5,431
New +$392K 0.15% 110

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Cornerstone Financial Partners's URI Position: Q1 2017 in Review

Cornerstone Financial Partners sold out of United Rentals (URI) in Q1 2017, closing a stake of 2,526 shares — an estimated $268K sold.

Cornerstone Financial Partners first reported a position in URI in Q4 2015 and held it in 5 quarters. The position peaked at $438K in Q3 2016. 564 funds tracked by Wall St. Rank hold URI as of Q1 2017.

  • Cornerstone Financial Partners reported no remaining United Rentals position as of Q1 2017 after selling out during the quarter.
  • Cornerstone Financial Partners sold 2,526 United Rentals shares in Q1 2017, an estimated $268K.
  • Cornerstone Financial Partners first reported a position in United Rentals in Q4 2015 and held it in 5 quarters.
  • Cornerstone Financial Partners's United Rentals position peaked at $438K in Q3 2016.
  • 564 funds tracked by Wall St. Rank held United Rentals as of Q1 2017.

Based on Cornerstone Financial Partners's 13F filing for Q1 2017, filed 17 Apr 2017.