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Holt-Smith Advisors’s United Rentals URI Stock Holding History

Holt-Smith Advisors’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
Q2 		$579K Buy
+11,596
New +$617K 0.82% 38

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MCM
Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
MCM
Marsico Capital Management Denver, Colorado $3.83B AUM 63.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Holt-Smith Advisors's URI Position: Q2 2013 in Review

Holt-Smith Advisors opened a new position in United Rentals (URI) in Q2 2013: 11,596 shares worth $579K. The stake represents 0.82% of the portfolio and ranks #38 among its holdings.

339 funds tracked by Wall St. Rank hold URI as of Q2 2013.

  • Holt-Smith Advisors held 11,596 shares of United Rentals worth $579K as of Q2 2013.
  • United Rentals was a new Holt-Smith Advisors position in Q2 2013.
  • United Rentals made up 0.82% of Holt-Smith Advisors's portfolio in Q2 2013, its #38 holding.
  • 339 funds tracked by Wall St. Rank held United Rentals as of Q2 2013.

Based on Holt-Smith Advisors's 13F filing for Q2 2013, filed 1 Aug 2013.