NCM
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Nelson Capital Management’s United Rentals URI Stock Holding History

Nelson 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
Q4 		– Sell
-54
Closed -$3K – 272
2015
Q3 		$3K Hold
54
– – ﹤0.01% 241
2015
Q2 		$5K Hold
54
– – ﹤0.01% 235
2015
Q1 		$5K Buy
+54
New +$4.85K ﹤0.01% 235

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GE
General Electric Evendale, Ohio $369M AUM 19.65% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Nelson Capital Management's URI Position: Q4 2015 in Review

Nelson Capital Management sold out of United Rentals (URI) in Q4 2015, closing a stake of 54 shares — an estimated $3K sold.

Nelson Capital Management first reported a position in URI in Q1 2015 and held it in 3 quarters. The position peaked at $5K in Q2 2015. 509 funds tracked by Wall St. Rank hold URI as of Q4 2015.

  • Nelson Capital Management reported no remaining United Rentals position as of Q4 2015 after selling out during the quarter.
  • Nelson Capital Management sold 54 United Rentals shares in Q4 2015, an estimated $3K.
  • Nelson Capital Management first reported a position in United Rentals in Q1 2015 and held it in 3 quarters.
  • Nelson Capital Management's United Rentals position peaked at $5K in Q2 2015.
  • 509 funds tracked by Wall St. Rank held United Rentals as of Q4 2015.

Based on Nelson Capital Management's 13F filing for Q4 2015, filed 2 Feb 2016.