New York Life Trust’s United Rentals URI Stock Holding History

New York Life Trust’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 Q1	$8K	Sell	67 -963	-93%	-$117K	0.39%	88
2016 Q4	$109K	Sell	1,030 -189	-16%	-$17.2K	0.52%	63
2016 Q3	$96K	Buy	1,219 +432	+55%	+$33.1K	0.47%	74
2016 Q2	$53K	Buy	787 +672	+584%	+$43.9K	0.26%	127
2016 Q1	$7K	Sell	115 -1,443	-93%	-$80.2K	0.03%	228
2015 Q4	$113K	Buy	+1,558	New	+$113K	0.48%	73
2015 Q1	–	Sell	-1,132	Closed	-$115K	–	239
2014 Q4	$115K	Buy	1,132 +119	+12%	+$12.8K	0.45%	93
2014 Q3	$113K	Sell	1,013 -22	-2%	-$2.48K	0.47%	93
2014 Q2	$108K	Sell	1,035 -49	-5%	-$4.79K	0.46%	98
2014 Q1	$103K	Buy	1,084 +52	+5%	+$4.41K	0.46%	95
2013 Q4	$80K	Buy	1,032 +127	+14%	+$8.51K	0.36%	115
2013 Q3	$53K	Buy	+905	New	+$50.2K	0.27%	138

Other funds holding URI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JIM

Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

New York Life Trust's URI Position: Q1 2017 in Review

New York Life Trust reduced its United Rentals (URI) stake by 93% in Q1 2017, selling an estimated $117K and leaving 67 shares worth $8K. The position accounts for 0.39% of the portfolio, ranked #88.

New York Life Trust first reported a position in URI in Q3 2013 and has held it in 12 quarters since. The position peaked at $115K in Q4 2014. 564 funds tracked by Wall St. Rank hold URI as of Q1 2017.

New York Life Trust held 67 shares of United Rentals worth $8K as of Q1 2017.
New York Life Trust sold 963 United Rentals shares in Q1 2017, an estimated $117K.
United Rentals made up 0.39% of New York Life Trust's portfolio in Q1 2017, its #88 holding.
New York Life Trust first reported a position in United Rentals in Q3 2013 and has held it in 12 quarters since.
New York Life Trust's United Rentals position peaked at $115K in Q4 2014.
564 funds tracked by Wall St. Rank held United Rentals as of Q1 2017.

Based on New York Life Trust's 13F filing for Q1 2017, filed 12 May 2017.