GWM
URI icon

Gupta Wealth Management’s United Rentals URI Stock Holding History

Gupta 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
2016
Q1 		$13K Buy
205
+65
+46% +$3.61K ﹤0.01% 816
2015
Q4 		$10K Hold
140
– – ﹤0.01% 892
2015
Q3 		$8K Sell
140
-302
-68% -$21K ﹤0.01% 967
2015
Q2 		$39K Buy
+442
New +$42.3K 0.01% 527

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GE
General Electric Evendale, Ohio $369M AUM 19.65% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
MCM
Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Gupta Wealth Management's URI Position: Q1 2016 in Review

Gupta Wealth Management increased its United Rentals (URI) stake by 46% in Q1 2016, buying an estimated $3.61K and bringing the position to 205 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #816.

Gupta Wealth Management first reported a position in URI in Q2 2015 and has held it in 4 quarters since. The position peaked at $39K in Q2 2015. 491 funds tracked by Wall St. Rank hold URI as of Q1 2016.

  • Gupta Wealth Management held 205 shares of United Rentals worth $13K as of Q1 2016.
  • Gupta Wealth Management bought 65 United Rentals shares in Q1 2016, an estimated $3.61K.
  • United Rentals made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #816 holding.
  • Gupta Wealth Management first reported a position in United Rentals in Q2 2015 and has held it in 4 quarters since.
  • Gupta Wealth Management's United Rentals position peaked at $39K in Q2 2015.
  • 491 funds tracked by Wall St. Rank held United Rentals as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.