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Advance Capital I’s Iron Mountain IRM Stock Holding History

Advance Capital I’s Portfolio IRM Stock Details IRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-6,300
Closed -$214K – 176
2016
Q1 		$214K Buy
+6,300
New +$181K 0.22% 108
2015
Q4 		– Sell
-13,600
Closed -$422K – 180
2015
Q3 		$422K Buy
+13,600
New +$406K 0.35% 111

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
SC
Schooner Capital Vero Beach, Florida $23.2M AUM 17.29% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CGT
Capital Guardian Trust Los Angeles, California $7.42B AUM 13.6% 1-Year Est. Return

Advance Capital I's IRM Position: Q2 2016 in Review

Advance Capital I sold out of Iron Mountain (IRM) in Q2 2016, closing a stake of 6,300 shares — an estimated $214K sold.

Advance Capital I first reported a position in IRM in Q3 2015 and held it in 2 quarters. The position peaked at $422K in Q3 2015. 386 funds tracked by Wall St. Rank hold IRM as of Q2 2016.

  • Advance Capital I reported no remaining Iron Mountain position as of Q2 2016 after selling out during the quarter.
  • Advance Capital I sold 6,300 Iron Mountain shares in Q2 2016, an estimated $214K.
  • Advance Capital I first reported a position in Iron Mountain in Q3 2015 and held it in 2 quarters.
  • Advance Capital I's Iron Mountain position peaked at $422K in Q3 2015.
  • 386 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2016.

Based on Advance Capital I's 13F filing for Q2 2016, filed 9 Aug 2016.