Avestar Capital’s Iron Mountain IRM Stock Holding History

Avestar Capital’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
2019 Q3	–	Sell	-262	Closed	-$7K	–	502
2019 Q2	$7K	Hold	262	–	–	﹤0.01%	549
2019 Q1	$8K	Hold	262	–	–	0.01%	504
2018 Q4	$7K	Buy	262 +16	+7%	+$525	﹤0.01%	485
2018 Q3	$8K	Hold	246	–	–	﹤0.01%	490
2018 Q2	$8K	Hold	246	–	–	0.01%	499
2018 Q1	$7K	Sell	246 -53	-18%	-$1.79K	﹤0.01%	483
2017 Q4	$9K	Buy	+299	New	+$11.9K	0.01%	463

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Avestar Capital's IRM Position: Q3 2019 in Review

Avestar Capital sold out of Iron Mountain (IRM) in Q3 2019, closing a stake of 262 shares — an estimated $7K sold.

Avestar Capital first reported a position in IRM in Q4 2017 and held it in 7 quarters. The position peaked at $9K in Q4 2017. 518 funds tracked by Wall St. Rank hold IRM as of Q3 2019.

Avestar Capital reported no remaining Iron Mountain position as of Q3 2019 after selling out during the quarter.
Avestar Capital sold 262 Iron Mountain shares in Q3 2019, an estimated $7K.
Avestar Capital first reported a position in Iron Mountain in Q4 2017 and held it in 7 quarters.
Avestar Capital's Iron Mountain position peaked at $9K in Q4 2017.
518 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2019.

Based on Avestar Capital's 13F filing for Q3 2019, filed 14 Nov 2019.