KPCM
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Kings Point Capital Management’s United Rentals URI Stock Holding History

Kings Point Capital 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
2015
Q1 		– Sell
-151
Closed -$15K – 384
2014
Q4 		$15K Hold
151
– – ﹤0.01% 312
2014
Q3 		$17K Hold
151
– – 0.01% 270
2014
Q2 		$16K Buy
+151
New +$14.8K ﹤0.01% 275

Other funds holding URI

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JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Kings Point Capital Management's URI Position: Q1 2015 in Review

Kings Point Capital Management sold out of United Rentals (URI) in Q1 2015, closing a stake of 151 shares — an estimated $15K sold.

Kings Point Capital Management first reported a position in URI in Q2 2014 and held it in 3 quarters. The position peaked at $17K in Q3 2014. 540 funds tracked by Wall St. Rank hold URI as of Q1 2015.

  • Kings Point Capital Management reported no remaining United Rentals position as of Q1 2015 after selling out during the quarter.
  • Kings Point Capital Management sold 151 United Rentals shares in Q1 2015, an estimated $15K.
  • Kings Point Capital Management first reported a position in United Rentals in Q2 2014 and held it in 3 quarters.
  • Kings Point Capital Management's United Rentals position peaked at $17K in Q3 2014.
  • 540 funds tracked by Wall St. Rank held United Rentals as of Q1 2015.

Based on Kings Point Capital Management's 13F filing for Q1 2015, filed 12 May 2015.