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Regal Investment Advisors’s United Rentals URI Stock Holding History

Regal Investment Advisors’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
2016
Q1 		– Sell
-50,165
Closed -$3.64M – 283
2015
Q4 		$3.64M Buy
50,165
+3,601
+8% +$260K 0.94% 27
2015
Q3 		$2.8M Buy
+46,564
New +$3.23M 0.73% 45

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 $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GE
General Electric Evendale, Ohio $369M AUM 19.65% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
MCM
Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Regal Investment Advisors's URI Position: Q1 2016 in Review

Regal Investment Advisors sold out of United Rentals (URI) in Q1 2016, closing a stake of 50,165 shares — an estimated $3.64M sold.

Regal Investment Advisors first reported a position in URI in Q3 2015 and held it in 2 quarters. The position peaked at $3.64M in Q4 2015. 491 funds tracked by Wall St. Rank hold URI as of Q1 2016.

  • Regal Investment Advisors reported no remaining United Rentals position as of Q1 2016 after selling out during the quarter.
  • Regal Investment Advisors sold 50,165 United Rentals shares in Q1 2016, an estimated $3.64M.
  • Regal Investment Advisors first reported a position in United Rentals in Q3 2015 and held it in 2 quarters.
  • Regal Investment Advisors's United Rentals position peaked at $3.64M in Q4 2015.
  • 491 funds tracked by Wall St. Rank held United Rentals as of Q1 2016.

Based on Regal Investment Advisors's 13F filing for Q1 2016, filed 16 May 2016.