Mosaic Family Wealth’s United Rentals URI Stock Holding History

Mosaic Family Wealth’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 Q4	–	Sell	-6	Closed	–	–	752
2016 Q3	$0	Hold	6	–	–	﹤0.01%	786
2016 Q2	$1K	Buy	+6	New	+$392	﹤0.01%	769

Other funds holding URI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mosaic Family Wealth's URI Position: Q4 2016 in Review

Mosaic Family Wealth sold out of United Rentals (URI) in Q4 2016, closing a stake of 6 shares.

Mosaic Family Wealth first reported a position in URI in Q2 2016 and held it in 2 quarters. The position peaked at $1K in Q2 2016. 551 funds tracked by Wall St. Rank hold URI as of Q4 2016.

Mosaic Family Wealth reported no remaining United Rentals position as of Q4 2016 after selling out during the quarter.
Mosaic Family Wealth sold 6 United Rentals shares in Q4 2016.
Mosaic Family Wealth first reported a position in United Rentals in Q2 2016 and held it in 2 quarters.
Mosaic Family Wealth's United Rentals position peaked at $1K in Q2 2016.
551 funds tracked by Wall St. Rank held United Rentals as of Q4 2016.

Based on Mosaic Family Wealth's 13F filing for Q4 2016, filed 10 Feb 2017.