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Armbruster Capital Management’s Iron Mountain IRM Stock Holding History

Armbruster Capital Management’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
2017
Q1 		– Sell
-162
Closed -$5K – 280
2016
Q4 		$5K Hold
162
– – ﹤0.01% 243
2016
Q3 		$6K Hold
162
– – ﹤0.01% 230
2016
Q2 		$6K Buy
+162
New +$5.9K ﹤0.01% 232

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Armbruster Capital Management's IRM Position: Q1 2017 in Review

Armbruster Capital Management sold out of Iron Mountain (IRM) in Q1 2017, closing a stake of 162 shares — an estimated $5K sold.

Armbruster Capital Management first reported a position in IRM in Q2 2016 and held it in 3 quarters. The position peaked at $6K in Q3 2016. 380 funds tracked by Wall St. Rank hold IRM as of Q1 2017.

  • Armbruster Capital Management reported no remaining Iron Mountain position as of Q1 2017 after selling out during the quarter.
  • Armbruster Capital Management sold 162 Iron Mountain shares in Q1 2017, an estimated $5K.
  • Armbruster Capital Management first reported a position in Iron Mountain in Q2 2016 and held it in 3 quarters.
  • Armbruster Capital Management's Iron Mountain position peaked at $6K in Q3 2016.
  • 380 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2017.

Based on Armbruster Capital Management's 13F filing for Q1 2017, filed 8 May 2017.