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Forward Management’s United Rentals URI Stock Holding History

Forward 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
2013
Q3 		– Sell
-2,500
Closed -$112K – 380
2013
Q2 		$112K Buy
+2,500
New +$133K 0.01% 326

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCM
Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Forward Management's URI Position: Q3 2013 in Review

Forward Management sold out of United Rentals (URI) in Q3 2013, closing a stake of 2,500 shares — an estimated $112K sold.

Forward Management first reported a position in URI in Q2 2013 and held it in 1 quarter. The position peaked at $112K in Q2 2013. 375 funds tracked by Wall St. Rank hold URI as of Q3 2013.

  • Forward Management reported no remaining United Rentals position as of Q3 2013 after selling out during the quarter.
  • Forward Management sold 2,500 United Rentals shares in Q3 2013, an estimated $112K.
  • Forward Management first reported a position in United Rentals in Q2 2013 and held it in 1 quarter.
  • Forward Management's United Rentals position peaked at $112K in Q2 2013.
  • 375 funds tracked by Wall St. Rank held United Rentals as of Q3 2013.

Based on Forward Management's 13F filing for Q3 2013, filed 6 Nov 2013.