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Sterne Agee Group’s United Rentals URI Stock Holding History

Sterne Agee Group’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
2013
Q4 		– Sell
-4,895
Closed -$285K – 287
2013
Q3 		$285K Sell
4,895
-125
-2% -$6.93K 0.11% 188
2013
Q2 		$251K Buy
+5,020
New +$267K 0.09% 211

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCM
Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Sterne Agee Group's URI Position: Q4 2013 in Review

Sterne Agee Group sold out of United Rentals (URI) in Q4 2013, closing a stake of 4,895 shares — an estimated $285K sold.

Sterne Agee Group first reported a position in URI in Q2 2013 and held it in 2 quarters. The position peaked at $285K in Q3 2013. 419 funds tracked by Wall St. Rank hold URI as of Q4 2013.

  • Sterne Agee Group reported no remaining United Rentals position as of Q4 2013 after selling out during the quarter.
  • Sterne Agee Group sold 4,895 United Rentals shares in Q4 2013, an estimated $285K.
  • Sterne Agee Group first reported a position in United Rentals in Q2 2013 and held it in 2 quarters.
  • Sterne Agee Group's United Rentals position peaked at $285K in Q3 2013.
  • 419 funds tracked by Wall St. Rank held United Rentals as of Q4 2013.

Based on Sterne Agee Group's 13F filing for Q4 2013, filed 18 Feb 2014.