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Parisi Gray Wealth Management’s United Rentals URI Stock Holding History

Parisi Gray Wealth 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
2018
Q3 		– Sell
-27
Closed -$4K – 604
2018
Q2 		$4K Hold
27
– – ﹤0.01% 521
2018
Q1 		$5K Sell
27
-77
-74% -$13.7K ﹤0.01% 505
2017
Q4 		$18K Buy
+104
New +$15.8K 0.01% 365

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Bank of America
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AAMU
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PC
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Parisi Gray Wealth Management's URI Position: Q3 2018 in Review

Parisi Gray Wealth Management sold out of United Rentals (URI) in Q3 2018, closing a stake of 27 shares — an estimated $4K sold.

Parisi Gray Wealth Management first reported a position in URI in Q4 2017 and held it in 3 quarters. The position peaked at $18K in Q4 2017. 685 funds tracked by Wall St. Rank hold URI as of Q3 2018.

  • Parisi Gray Wealth Management reported no remaining United Rentals position as of Q3 2018 after selling out during the quarter.
  • Parisi Gray Wealth Management sold 27 United Rentals shares in Q3 2018, an estimated $4K.
  • Parisi Gray Wealth Management first reported a position in United Rentals in Q4 2017 and held it in 3 quarters.
  • Parisi Gray Wealth Management's United Rentals position peaked at $18K in Q4 2017.
  • 685 funds tracked by Wall St. Rank held United Rentals as of Q3 2018.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2018, filed 14 Nov 2018.