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Frontier Wealth Management’s United Rentals URI Stock Holding History

Frontier 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
2018
Q1 		– Sell
-3,298
Closed -$567K – 412
2017
Q4 		$567K Sell
3,298
-2,250
-41% -$342K 0.09% 191
2017
Q3 		$770K Sell
5,548
-2,002
-27% -$239K 0.11% 174
2017
Q2 		$851K Buy
7,550
+1,782
+31% +$199K 0.13% 165
2017
Q1 		$721K Buy
5,768
+1,627
+39% +$198K 0.11% 184
2016
Q4 		$437K Buy
4,141
+1,534
+59% +$140K 0.07% 234
2016
Q3 		$205K Buy
+2,607
New +$200K 0.03% 326

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Frontier Wealth Management's URI Position: Q1 2018 in Review

Frontier Wealth Management sold out of United Rentals (URI) in Q1 2018, closing a stake of 3,298 shares — an estimated $567K sold.

Frontier Wealth Management first reported a position in URI in Q3 2016 and held it in 6 quarters. The position peaked at $851K in Q2 2017. 673 funds tracked by Wall St. Rank hold URI as of Q1 2018.

  • Frontier Wealth Management reported no remaining United Rentals position as of Q1 2018 after selling out during the quarter.
  • Frontier Wealth Management sold 3,298 United Rentals shares in Q1 2018, an estimated $567K.
  • Frontier Wealth Management first reported a position in United Rentals in Q3 2016 and held it in 6 quarters.
  • Frontier Wealth Management's United Rentals position peaked at $851K in Q2 2017.
  • 673 funds tracked by Wall St. Rank held United Rentals as of Q1 2018.

Based on Frontier Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.