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Wealthcare Capital Management’s United Rentals URI Stock Holding History

Wealthcare Capital 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
2020
Q1 		– Sell
-10
Closed -$2K – 626
2019
Q4 		$2K Buy
+10
New +$1.45K ﹤0.01% 573
2015
Q2 		– Sell
-419
Closed -$38K – 840
2015
Q1 		$38K Buy
+419
New +$37.7K ﹤0.01% 303
2014
Q4 		– Sell
-70
Closed -$8K – 258
2014
Q3 		$8K Buy
+70
New +$7.87K ﹤0.01% 178

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.68B AUM 19.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthcare Capital Management's URI Position: Q1 2020 in Review

Wealthcare Capital Management sold out of United Rentals (URI) in Q1 2020, closing a stake of 10 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in URI in Q3 2014 and held it in 3 quarters. The position peaked at $38K in Q1 2015. 626 funds tracked by Wall St. Rank hold URI as of Q1 2020.

  • Wealthcare Capital Management reported no remaining United Rentals position as of Q1 2020 after selling out during the quarter.
  • Wealthcare Capital Management sold 10 United Rentals shares in Q1 2020, an estimated $2K.
  • Wealthcare Capital Management first reported a position in United Rentals in Q3 2014 and held it in 3 quarters.
  • Wealthcare Capital Management's United Rentals position peaked at $38K in Q1 2015.
  • 626 funds tracked by Wall St. Rank held United Rentals as of Q1 2020.

Based on Wealthcare Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.