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BB&T Securities’s Iron Mountain IRM Stock Holding History

BB&T Securities’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 		$5.03M Buy
155,945
+45,463
+41% +$1.43M 0.05% 386
2019
Q2 		$3.46M Buy
110,482
+69,753
+171% +$2.29M 0.03% 452
2019
Q1 		$1.44M Buy
40,729
+5,235
+15% +$185K 0.01% 681
2018
Q4 		$1.15M Buy
35,494
+8,369
+31% +$274K 0.01% 698
2018
Q3 		$936K Buy
27,125
+11,037
+69% +$393K 0.01% 842
2018
Q2 		$563K Buy
16,088
+9,319
+138% +$315K 0.01% 1023
2018
Q1 		$222K Sell
6,769
-1,296
-16% -$43.7K ﹤0.01% 1356
2017
Q4 		$304K Sell
8,065
-1,961
-20% -$77.8K ﹤0.01% 1185
2017
Q3 		$390K Buy
+10,026
New +$375K 0.01% 1062
2017
Q2 		– Sell
-20,449
Closed -$729K – 1400
2017
Q1 		$729K Buy
20,449
+3,749
+22% +$133K 0.01% 764
2016
Q4 		$626K Hold
16,700
– – 0.01% 763
2016
Q3 		$626K Buy
16,700
+6,678
+67% +$258K 0.01% 763
2016
Q2 		$399K Buy
+10,022
New +$365K 0.01% 876
2015
Q4 		– Sell
-27,207
Closed -$843K – 1164
2015
Q3 		$843K Buy
27,207
+488
+2% +$14.6K 0.02% 547
2015
Q2 		$828K Sell
26,719
-411
-2% -$14.4K 0.02% 585
2015
Q1 		$990K Buy
+27,130
New +$1.05M 0.02% 523
2014
Q3 		– Sell
-8,713
Closed -$285K – 1058
2014
Q2 		$285K Sell
8,713
-9,710
-53% -$263K 0.01% 837
2014
Q1 		$469K Sell
18,423
-44,283
-71% -$1.13M 0.01% 615
2013
Q4 		$1.76M Buy
62,706
+1,344
+2% +$34.4K 0.05% 272
2013
Q3 		$1.53M Buy
61,362
+9,555
+18% +$243K 0.05% 266
2013
Q2 		$1.27M Buy
+51,807
New +$1.67M 0.04% 278

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 $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

BB&T Securities's IRM Position: Q3 2019 in Review

BB&T Securities increased its Iron Mountain (IRM) stake by 41% in Q3 2019, buying an estimated $1.43M and bringing the position to 155,945 shares worth $5.03M. The position accounts for 0.05% of the portfolio, ranked #386.

BB&T Securities first reported a position in IRM in Q2 2013 and has held it in 21 quarters since. 519 funds tracked by Wall St. Rank hold IRM as of Q3 2019.

  • BB&T Securities held 155,945 shares of Iron Mountain worth $5.03M as of Q3 2019.
  • BB&T Securities bought 45,463 Iron Mountain shares in Q3 2019, an estimated $1.43M.
  • Iron Mountain made up 0.05% of BB&T Securities's portfolio in Q3 2019, its #386 holding.
  • BB&T Securities first reported a position in Iron Mountain in Q2 2013 and has held it in 21 quarters since.
  • 519 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2019.

Based on BB&T Securities's 13F filing for Q3 2019, filed 30 Oct 2019.