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Wealthspire Advisors (Maryland)’s United Rentals URI Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-1,201
Closed -$137K – 1957
2019
Q1 		$137K Buy
1,201
+141
+13% +$17.4K 0.01% 543
2018
Q4 		$109K Buy
1,060
+174
+20% +$21K 0.01% 578
2018
Q3 		$145K Buy
886
+71
+9% +$11.1K 0.01% 551
2018
Q2 		$120K Sell
815
-13
-2% -$2.12K 0.01% 630
2018
Q1 		$143K Sell
828
-136
-14% -$24.1K 0.01% 582
2017
Q4 		$166K Buy
964
+374
+63% +$56.9K 0.02% 555
2017
Q3 		$82K Buy
590
+41
+7% +$4.9K 0.01% 790
2017
Q2 		$62K Buy
549
+101
+23% +$11.3K 0.01% 871
2017
Q1 		$56K Sell
448
-789
-64% -$96K 0.01% 774
2016
Q4 		$131K Buy
1,237
+352
+40% +$32K 0.02% 490
2016
Q3 		$69K Buy
885
+25
+3% +$1.92K 0.01% 693
2016
Q2 		$58K Buy
860
+69
+9% +$4.51K 0.01% 701
2016
Q1 		$49K Sell
791
-1,061
-57% -$59K 0.01% 708
2015
Q4 		$134K Buy
+1,852
New +$134K 0.02% 458

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.68B AUM 19.9% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s URI Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of United Rentals (URI) in Q2 2019, closing a stake of 1,201 shares — an estimated $137K sold.

Wealthspire Advisors (Maryland) first reported a position in URI in Q4 2015 and held it in 14 quarters. The position peaked at $166K in Q4 2017. 668 funds tracked by Wall St. Rank hold URI as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining United Rentals position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,201 United Rentals shares in Q2 2019, an estimated $137K.
  • Wealthspire Advisors (Maryland) first reported a position in United Rentals in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s United Rentals position peaked at $166K in Q4 2017.
  • 668 funds tracked by Wall St. Rank held United Rentals as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.