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American Financial Network Advisory Services’s Iron Mountain IRM Stock Holding History

American Financial Network Advisory Services’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
2018
Q1 		– Sell
-9,316
Closed -$351K – 376
2017
Q4 		$351K Sell
9,316
-2,228
-19% -$88.4K 0.15% 156
2017
Q3 		$449K Buy
+11,544
New +$431K 0.19% 143

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

American Financial Network Advisory Services's IRM Position: Q1 2018 in Review

American Financial Network Advisory Services sold out of Iron Mountain (IRM) in Q1 2018, closing a stake of 9,316 shares — an estimated $351K sold.

American Financial Network Advisory Services first reported a position in IRM in Q3 2017 and held it in 2 quarters. The position peaked at $449K in Q3 2017. 474 funds tracked by Wall St. Rank hold IRM as of Q1 2018.

  • American Financial Network Advisory Services reported no remaining Iron Mountain position as of Q1 2018 after selling out during the quarter.
  • American Financial Network Advisory Services sold 9,316 Iron Mountain shares in Q1 2018, an estimated $351K.
  • American Financial Network Advisory Services first reported a position in Iron Mountain in Q3 2017 and held it in 2 quarters.
  • American Financial Network Advisory Services's Iron Mountain position peaked at $449K in Q3 2017.
  • 474 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2018.

Based on American Financial Network Advisory Services's 13F filing for Q1 2018, filed 15 May 2018.