EWM
URI icon

Elite Wealth Management’s United Rentals URI Stock Holding History

Elite 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
2014
Q1 		– Sell
-44
Closed -$3K – 652
2013
Q4 		$3K Buy
+44
New +$2.95K ﹤0.01% 594

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Elite Wealth Management's URI Position: Q1 2014 in Review

Elite Wealth Management sold out of United Rentals (URI) in Q1 2014, closing a stake of 44 shares — an estimated $3K sold.

Elite Wealth Management first reported a position in URI in Q4 2013 and held it in 1 quarter. The position peaked at $3K in Q4 2013. 457 funds tracked by Wall St. Rank hold URI as of Q1 2014.

  • Elite Wealth Management reported no remaining United Rentals position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 44 United Rentals shares in Q1 2014, an estimated $3K.
  • Elite Wealth Management first reported a position in United Rentals in Q4 2013 and held it in 1 quarter.
  • Elite Wealth Management's United Rentals position peaked at $3K in Q4 2013.
  • 457 funds tracked by Wall St. Rank held United Rentals as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.