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Pinnacle Summer Investments’s United Rentals URI Stock Holding History

Pinnacle Summer Investments’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
-94
Closed -$6K – 1012
2015
Q3 		$6K Buy
+94
New +$6.52K ﹤0.01% 813
2015
Q2 		– Sell
-269
Closed -$25K – 942
2015
Q1 		$25K Hold
269
– – ﹤0.01% 618
2014
Q4 		$27K Hold
269
– – ﹤0.01% 619
2014
Q3 		$30K Hold
269
– – ﹤0.01% 616
2014
Q2 		$28K Hold
269
– – ﹤0.01% 589
2014
Q1 		$25K Buy
269
+94
+54% +$7.97K ﹤0.01% 553
2013
Q4 		$14K Hold
175
– – ﹤0.01% 677
2013
Q3 		$10K Hold
175
– – ﹤0.01% 684
2013
Q2 		$9K Buy
+175
New +$9.31K ﹤0.01% 635

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 $1.9T AUM 41.92% 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 16.26% 1-Year Est. Return
GE
General Electric Evendale, Ohio $369M AUM 19.65% 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 18.14% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 39.77% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Pinnacle Summer Investments's URI Position: Q4 2015 in Review

Pinnacle Summer Investments sold out of United Rentals (URI) in Q4 2015, closing a stake of 94 shares — an estimated $6K sold.

Pinnacle Summer Investments first reported a position in URI in Q2 2013 and held it in 9 quarters. The position peaked at $30K in Q3 2014. 509 funds tracked by Wall St. Rank hold URI as of Q4 2015.

  • Pinnacle Summer Investments reported no remaining United Rentals position as of Q4 2015 after selling out during the quarter.
  • Pinnacle Summer Investments sold 94 United Rentals shares in Q4 2015, an estimated $6K.
  • Pinnacle Summer Investments first reported a position in United Rentals in Q2 2013 and held it in 9 quarters.
  • Pinnacle Summer Investments's United Rentals position peaked at $30K in Q3 2014.
  • 509 funds tracked by Wall St. Rank held United Rentals as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.