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Regent Investment Management’s United Rentals URI Stock Holding History

Regent Investment 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
2014
Q4 		– Sell
-4,470
Closed -$497K – 197
2014
Q3 		$497K Sell
4,470
-2,000
-31% -$225K 0.25% 105
2014
Q2 		$678K Sell
6,470
-1,640
-20% -$160K 0.33% 87
2014
Q1 		$770K Sell
8,110
-1,650
-17% -$140K 0.41% 81
2013
Q4 		$761K Buy
9,760
+150
+2% +$10K 0.43% 75
2013
Q3 		$560K Buy
9,610
+5,510
+134% +$306K 0.37% 86
2013
Q2 		$205K Buy
+4,100
New +$218K 0.16% 145

Other funds holding URI

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
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 $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Regent Investment Management's URI Position: Q4 2014 in Review

Regent Investment Management sold out of United Rentals (URI) in Q4 2014, closing a stake of 4,470 shares — an estimated $497K sold.

Regent Investment Management first reported a position in URI in Q2 2013 and held it in 6 quarters. The position peaked at $770K in Q1 2014. 592 funds tracked by Wall St. Rank hold URI as of Q4 2014.

  • Regent Investment Management reported no remaining United Rentals position as of Q4 2014 after selling out during the quarter.
  • Regent Investment Management sold 4,470 United Rentals shares in Q4 2014, an estimated $497K.
  • Regent Investment Management first reported a position in United Rentals in Q2 2013 and held it in 6 quarters.
  • Regent Investment Management's United Rentals position peaked at $770K in Q1 2014.
  • 592 funds tracked by Wall St. Rank held United Rentals as of Q4 2014.

Based on Regent Investment Management's 13F filing for Q4 2014, filed 14 Jan 2015.