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Patriot Wealth Management’s United Rentals URI Stock Holding History

Patriot 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
Q1 		– Sell
-22,590
Closed -$3.88M – 90
2017
Q4 		$3.88M Sell
22,590
-22,137
-49% -$3.37M 0.55% 58
2017
Q3 		$6.21M Buy
+44,727
New +$5.34M 1.01% 37

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Fidelity Investments
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Patriot Wealth Management's URI Position: Q1 2018 in Review

Patriot Wealth Management sold out of United Rentals (URI) in Q1 2018, closing a stake of 22,590 shares — an estimated $3.88M sold.

Patriot Wealth Management first reported a position in URI in Q3 2017 and held it in 2 quarters. The position peaked at $6.21M in Q3 2017. 672 funds tracked by Wall St. Rank hold URI as of Q1 2018.

  • Patriot Wealth Management reported no remaining United Rentals position as of Q1 2018 after selling out during the quarter.
  • Patriot Wealth Management sold 22,590 United Rentals shares in Q1 2018, an estimated $3.88M.
  • Patriot Wealth Management first reported a position in United Rentals in Q3 2017 and held it in 2 quarters.
  • Patriot Wealth Management's United Rentals position peaked at $6.21M in Q3 2017.
  • 672 funds tracked by Wall St. Rank held United Rentals as of Q1 2018.

Based on Patriot Wealth Management's 13F filing for Q1 2018, filed 19 Apr 2018.