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Allegis Investment Advisors’s Iron Mountain IRM Stock Holding History

Allegis Investment Advisors’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
Q1 		– Sell
-46
Closed -$1K – 548
2015
Q4 		$1K Buy
+46
New +$1.35K ﹤0.01% 1063

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Allegis Investment Advisors's IRM Position: Q1 2016 in Review

Allegis Investment Advisors sold out of Iron Mountain (IRM) in Q1 2016, closing a stake of 46 shares — an estimated $1K sold.

Allegis Investment Advisors first reported a position in IRM in Q4 2015 and held it in 1 quarter. The position peaked at $1K in Q4 2015. 350 funds tracked by Wall St. Rank hold IRM as of Q1 2016.

  • Allegis Investment Advisors reported no remaining Iron Mountain position as of Q1 2016 after selling out during the quarter.
  • Allegis Investment Advisors sold 46 Iron Mountain shares in Q1 2016, an estimated $1K.
  • Allegis Investment Advisors first reported a position in Iron Mountain in Q4 2015 and held it in 1 quarter.
  • Allegis Investment Advisors's Iron Mountain position peaked at $1K in Q4 2015.
  • 350 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2016.

Based on Allegis Investment Advisors's 13F filing for Q1 2016, filed 9 May 2016.