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US Financial Advisors’s United Rentals URI Stock Holding History

US Financial 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
Q2 		– Sell
-149
Closed -$9K – 377
2016
Q1 		$9K Hold
149
– – 0.02% 227
2015
Q4 		$11K Hold
149
– – 0.01% 310
2015
Q3 		$9K Hold
149
– – 0.02% 268
2015
Q2 		$13K Buy
+149
New +$14.3K 0.01% 217

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 $3.37T AUM 44.26% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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 18.13% 1-Year Est. Return

US Financial Advisors's URI Position: Q2 2016 in Review

US Financial Advisors sold out of United Rentals (URI) in Q2 2016, closing a stake of 149 shares — an estimated $9K sold.

US Financial Advisors first reported a position in URI in Q2 2015 and held it in 4 quarters. The position peaked at $13K in Q2 2015. 479 funds tracked by Wall St. Rank hold URI as of Q2 2016.

  • US Financial Advisors reported no remaining United Rentals position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 149 United Rentals shares in Q2 2016, an estimated $9K.
  • US Financial Advisors first reported a position in United Rentals in Q2 2015 and held it in 4 quarters.
  • US Financial Advisors's United Rentals position peaked at $13K in Q2 2015.
  • 479 funds tracked by Wall St. Rank held United Rentals as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.