Bach Option’s Iron Mountain IRM Stock Holding History

Bach Option’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 Q4	–	Sell	-19,600	Closed	-$635K	–	72
2019 Q3	$635K	Buy	19,600 +5,000	+34%	+$157K	0.25%	45
2019 Q2	$457K	Buy	+14,600	New	+$478K	0.14%	62
2018 Q4	–	Sell	-15,000	Closed	-$518K	–	162
2018 Q3	$518K	Buy	15,000 +5,000	+50%	+$178K	0.17%	87
2018 Q2	$350K	Sell	10,000 -5,700	-36%	-$193K	0.17%	74
2018 Q1	$516K	Buy	+15,700	New	+$529K	0.29%	49
2017 Q4	–	Sell	-13,800	Closed	-$537K	–	106
2017 Q3	$537K	Buy	+13,800	New	+$516K	0.38%	67
2017 Q2	–	Sell	-11,800	Closed	-$421K	–	102
2017 Q1	$421K	Sell	11,800 -5,200	-31%	-$184K	0.32%	86
2016 Q4	$552K	Hold	17,000	–	–	0.25%	123
2016 Q3	$638K	Buy	+17,000	New	+$656K	0.3%	99

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 $37.4B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Bach Option's IRM Position: Q1 2017 in Review

Bach Option sold out of Iron Mountain (IRM) in Q1 2017, closing a stake of 6,961 shares — an estimated $246K sold.

Bach Option first reported a position in IRM in Q4 2016 and held it in 1 quarter. The position peaked at $226K in Q4 2016. 380 funds tracked by Wall St. Rank hold IRM as of Q1 2017.

Bach Option reported no remaining Iron Mountain position as of Q1 2017 after selling out during the quarter.
Bach Option sold 6,961 Iron Mountain shares in Q1 2017, an estimated $246K.
Bach Option first reported a position in Iron Mountain in Q4 2016 and held it in 1 quarter.
Bach Option's Iron Mountain position peaked at $226K in Q4 2016.
380 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2017.

Based on Bach Option's 13F filing for Q1 2017, filed 1 May 2017.