Boston Private Bank & Trust’s Iron Mountain IRM Stock Holding History

Boston Private Bank & Trust’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 Q1	$135K	Buy	3,704 +3,600	+3,462%	+$139K	0.01%	444
2014 Q4	$4K	Buy	104 +7	+7%	+$255	﹤0.01%	984
2014 Q3	$3K	Sell	97 -8	-8%	-$259	﹤0.01%	969
2014 Q2	$3K	Sell	105 -5,301	-98%	-$144K	﹤0.01%	920
2014 Q1	$138K	Buy	5,406 +105	+2%	+$2.69K	0.01%	444
2013 Q4	$149K	Sell	5,301 -135	-2%	-$3.46K	0.01%	434
2013 Q3	$136K	Hold	5,436	–	–	0.01%	427
2013 Q2	$134K	Buy	+5,436	New	+$175K	0.01%	422

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

HCM

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

BIT

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Boston Private Bank & Trust's IRM Position: Q1 2015 in Review

Boston Private Bank & Trust increased its Iron Mountain (IRM) stake by 3,462% in Q1 2015, buying an estimated $139K and bringing the position to 3,704 shares worth $135K. The position accounts for 0.01% of the portfolio, ranked #444.

Boston Private Bank & Trust first reported a position in IRM in Q2 2013 and has held it in 8 quarters since. The position peaked at $149K in Q4 2013. 347 funds tracked by Wall St. Rank hold IRM as of Q1 2015.

Boston Private Bank & Trust held 3,704 shares of Iron Mountain worth $135K as of Q1 2015.
Boston Private Bank & Trust bought 3,600 Iron Mountain shares in Q1 2015, an estimated $139K.
Iron Mountain made up 0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #444 holding.
Boston Private Bank & Trust first reported a position in Iron Mountain in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's Iron Mountain position peaked at $149K in Q4 2013.
347 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.