EWM
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Executive Wealth Management’s United Rentals URI Stock Holding History

Executive 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
2019
Q1 		– Sell
-406
Closed -$42K – 943
2018
Q4 		$42K Buy
+406
New +$48.9K 0.01% 308

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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Executive Wealth Management's URI Position: Q1 2019 in Review

Executive Wealth Management sold out of United Rentals (URI) in Q1 2019, closing a stake of 406 shares — an estimated $42K sold.

Executive Wealth Management first reported a position in URI in Q4 2018 and held it in 1 quarter. The position peaked at $42K in Q4 2018. 680 funds tracked by Wall St. Rank hold URI as of Q1 2019.

  • Executive Wealth Management reported no remaining United Rentals position as of Q1 2019 after selling out during the quarter.
  • Executive Wealth Management sold 406 United Rentals shares in Q1 2019, an estimated $42K.
  • Executive Wealth Management first reported a position in United Rentals in Q4 2018 and held it in 1 quarter.
  • Executive Wealth Management's United Rentals position peaked at $42K in Q4 2018.
  • 680 funds tracked by Wall St. Rank held United Rentals as of Q1 2019.

Based on Executive Wealth Management's 13F filing for Q1 2019, filed 2 May 2019.