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WFG Advisors’s United Rentals URI Stock Holding History

WFG 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
2017
Q1 		– Sell
-1,390
Closed -$147K – 1665
2016
Q4 		$147K Buy
1,390
+130
+10% +$11.8K 0.04% 446
2016
Q3 		$99K Sell
1,260
-475
-27% -$36.4K 0.02% 523
2016
Q2 		$116K Buy
1,735
+77
+5% +$5.03K 0.03% 466
2016
Q1 		$103K Buy
1,658
+300
+22% +$16.7K 0.03% 462
2015
Q4 		$99K Sell
1,358
-19
-1% -$1.37K 0.03% 471
2015
Q3 		$83K Sell
1,377
-1,395
-50% -$96.8K 0.03% 496
2015
Q2 		$243K Sell
2,772
-1,525
-35% -$146K 0.07% 290
2015
Q1 		$392K Buy
4,297
+2,768
+181% +$249K 0.11% 210
2014
Q4 		$156K Buy
1,529
+640
+72% +$68.6K 0.03% 508
2014
Q3 		$99K Sell
889
-2,404
-73% -$270K 0.02% 672
2014
Q2 		$345K Sell
3,293
-25
-0.8% -$2.44K 0.06% 338
2014
Q1 		$315K Buy
+3,318
New +$281K 0.06% 342
2013
Q4 		– Sell
-1,125
Closed -$66K – 2321
2013
Q3 		$66K Buy
+1,125
New +$62.4K 0.01% 823

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JIM
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

WFG Advisors's URI Position: Q1 2017 in Review

WFG Advisors sold out of United Rentals (URI) in Q1 2017, closing a stake of 1,390 shares — an estimated $147K sold.

WFG Advisors first reported a position in URI in Q3 2013 and held it in 13 quarters. The position peaked at $392K in Q1 2015. 564 funds tracked by Wall St. Rank hold URI as of Q1 2017.

  • WFG Advisors reported no remaining United Rentals position as of Q1 2017 after selling out during the quarter.
  • WFG Advisors sold 1,390 United Rentals shares in Q1 2017, an estimated $147K.
  • WFG Advisors first reported a position in United Rentals in Q3 2013 and held it in 13 quarters.
  • WFG Advisors's United Rentals position peaked at $392K in Q1 2015.
  • 564 funds tracked by Wall St. Rank held United Rentals as of Q1 2017.

Based on WFG Advisors's 13F filing for Q1 2017, filed 10 May 2017.