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Independent Portfolio Consultants’s United Rentals URI Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		– Sell
-7,930
Closed -$992K – 839
2017
Q1 		$992K Buy
7,930
+400
+5% +$48.7K 0.34% 83
2016
Q4 		$795K Sell
7,530
-155
-2% -$14.1K 0.26% 132
2016
Q3 		$603K Sell
7,685
-455
-6% -$34.9K 0.19% 194
2016
Q2 		$546K Buy
8,140
+470
+6% +$30.7K 0.17% 206
2016
Q1 		$477K Sell
7,670
-9,795
-56% -$545K 0.13% 217
2015
Q4 		$1.27M Sell
17,465
-11,425
-40% -$826K 0.38% 83
2015
Q3 		$1.74M Buy
28,890
+13,030
+82% +$904K 0.38% 83
2015
Q2 		$1.39M Buy
15,860
+215
+1% +$20.6K 0.28% 125
2015
Q1 		$1.43M Sell
15,645
-2,215
-12% -$199K 0.29% 122
2014
Q4 		$1.82M Buy
17,860
+10,400
+139% +$1.11M 0.37% 94
2014
Q3 		$829K Buy
7,460
+3,330
+81% +$375K 0.22% 113
2014
Q2 		$433K Buy
+4,130
New +$404K 0.12% 279

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
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
JIM
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return

Independent Portfolio Consultants's URI Position: Q2 2017 in Review

Independent Portfolio Consultants sold out of United Rentals (URI) in Q2 2017, closing a stake of 7,930 shares — an estimated $992K sold.

Independent Portfolio Consultants first reported a position in URI in Q2 2014 and held it in 12 quarters. The position peaked at $1.82M in Q4 2014. 577 funds tracked by Wall St. Rank hold URI as of Q2 2017.

  • Independent Portfolio Consultants reported no remaining United Rentals position as of Q2 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 7,930 United Rentals shares in Q2 2017, an estimated $992K.
  • Independent Portfolio Consultants first reported a position in United Rentals in Q2 2014 and held it in 12 quarters.
  • Independent Portfolio Consultants's United Rentals position peaked at $1.82M in Q4 2014.
  • 577 funds tracked by Wall St. Rank held United Rentals as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.