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VSR Financial Services’s United Rentals URI Stock Holding History

VSR Financial Services’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
-2,985
Closed -$332K – 618
2014
Q3 		$332K Buy
2,985
+208
+7% +$23.4K 0.04% 419
2014
Q2 		$291K Buy
+2,777
New +$271K 0.04% 441

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

VSR Financial Services's URI Position: Q4 2014 in Review

VSR Financial Services sold out of United Rentals (URI) in Q4 2014, closing a stake of 2,985 shares — an estimated $332K sold.

VSR Financial Services first reported a position in URI in Q2 2014 and held it in 2 quarters. The position peaked at $332K in Q3 2014. 592 funds tracked by Wall St. Rank hold URI as of Q4 2014.

  • VSR Financial Services reported no remaining United Rentals position as of Q4 2014 after selling out during the quarter.
  • VSR Financial Services sold 2,985 United Rentals shares in Q4 2014, an estimated $332K.
  • VSR Financial Services first reported a position in United Rentals in Q2 2014 and held it in 2 quarters.
  • VSR Financial Services's United Rentals position peaked at $332K in Q3 2014.
  • 592 funds tracked by Wall St. Rank held United Rentals as of Q4 2014.

Based on VSR Financial Services's 13F filing for Q4 2014, filed 26 Jan 2015.