Wealthfront’s United Rentals URI Stock Holding History

Wealthfront’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
2018 Q3	$1.44M	Sell	8,786 -728	-8%	-$113K	0.01%	190
2018 Q2	$1.4M	Sell	9,514 -1,085	-10%	-$177K	0.01%	174
2018 Q1	$1.83M	Sell	10,599 -467	-4%	-$82.9K	0.02%	147
2017 Q4	$1.9M	Buy	11,066 +1,184	+12%	+$180K	0.02%	131
2017 Q3	$1.37M	Buy	9,882 +584	+6%	+$69.8K	0.02%	143
2017 Q2	$1.05M	Buy	9,298 +6,340	+214%	+$708K	0.02%	147
2017 Q1	$370K	Buy	2,958 +267	+10%	+$32.5K	0.01%	290
2016 Q4	$284K	Buy	+2,691	New	+$245K	0.01%	301
2015 Q4	–	Sell	-739	Closed	-$44K	–	1021
2015 Q3	$44K	Sell	739 -64	-8%	-$4.44K	﹤0.01%	543
2015 Q2	$70K	Buy	803 +111	+16%	+$10.6K	﹤0.01%	465
2015 Q1	$63K	Buy	692 +328	+90%	+$29.5K	﹤0.01%	461
2014 Q4	$37K	Buy	364 +11	+3%	+$1.18K	﹤0.01%	511
2014 Q3	$39K	Buy	+353	New	+$39.7K	﹤0.01%	451

Other funds holding URI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthfront's URI Position: Q3 2018 in Review

Wealthfront reduced its United Rentals (URI) stake by 7.7% in Q3 2018, selling an estimated $113K and leaving 8,786 shares worth $1.44M. The position accounts for 0.01% of the portfolio, ranked #190.

Wealthfront first reported a position in URI in Q3 2014 and has held it in 13 quarters since. The position peaked at $1.9M in Q4 2017. 686 funds tracked by Wall St. Rank hold URI as of Q3 2018.

Wealthfront held 8,786 shares of United Rentals worth $1.44M as of Q3 2018.
Wealthfront sold 728 United Rentals shares in Q3 2018, an estimated $113K.
United Rentals made up 0.01% of Wealthfront's portfolio in Q3 2018, its #190 holding.
Wealthfront first reported a position in United Rentals in Q3 2014 and has held it in 13 quarters since.
Wealthfront's United Rentals position peaked at $1.9M in Q4 2017.
686 funds tracked by Wall St. Rank held United Rentals as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.