Banced Corp’s Iron Mountain IRM Stock Holding History

Banced Corp’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
2015 Q3	–	Sell	-9,032	Closed	-$280K	–	135
2015 Q2	$280K	Sell	9,032 -15	-0.2%	-$525	0.38%	110
2015 Q1	$330K	Sell	9,047 -1,789	-17%	-$69.1K	0.47%	90
2014 Q4	$419K	Buy	10,836 +940	+9%	+$34.2K	0.46%	83
2014 Q3	$323K	Buy	+9,896	New	+$321K	0.37%	117

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

EIP

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

Schooner Capital Vero Beach, Florida $23.2M AUM 17.29% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

HCM

Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

Banced Corp's IRM Position: Q3 2015 in Review

Banced Corp sold out of Iron Mountain (IRM) in Q3 2015, closing a stake of 9,032 shares — an estimated $280K sold.

Banced Corp first reported a position in IRM in Q3 2014 and held it in 4 quarters. The position peaked at $419K in Q4 2014. 322 funds tracked by Wall St. Rank hold IRM as of Q3 2015.

Banced Corp reported no remaining Iron Mountain position as of Q3 2015 after selling out during the quarter.
Banced Corp sold 9,032 Iron Mountain shares in Q3 2015, an estimated $280K.
Banced Corp first reported a position in Iron Mountain in Q3 2014 and held it in 4 quarters.
Banced Corp's Iron Mountain position peaked at $419K in Q4 2014.
322 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2015.

Based on Banced Corp's 13F filing for Q3 2015, filed 16 Oct 2015.