PRW Wealth Management’s United Rentals URI Stock Holding History

PRW 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
2019 Q2	–	Sell	-28	Closed	-$3K	–	638
2019 Q1	$3K	Hold	28	–	–	﹤0.01%	477
2018 Q4	$3K	Buy	+28	New	+$3.37K	﹤0.01%	476

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

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return

PRW Wealth Management's URI Position: Q2 2019 in Review

PRW Wealth Management sold out of United Rentals (URI) in Q2 2019, closing a stake of 28 shares — an estimated $3K sold.

PRW Wealth Management first reported a position in URI in Q4 2018 and held it in 2 quarters. The position peaked at $3K in Q1 2019. 668 funds tracked by Wall St. Rank hold URI as of Q2 2019.

PRW Wealth Management reported no remaining United Rentals position as of Q2 2019 after selling out during the quarter.
PRW Wealth Management sold 28 United Rentals shares in Q2 2019, an estimated $3K.
PRW Wealth Management first reported a position in United Rentals in Q4 2018 and held it in 2 quarters.
PRW Wealth Management's United Rentals position peaked at $3K in Q1 2019.
668 funds tracked by Wall St. Rank held United Rentals as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.