Brinker Capital’s Iron Mountain IRM Stock Holding History

Brinker 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
2017 Q3	–	Sell	-21,674	Closed	-$756K	–	954
2017 Q2	$756K	Buy	+21,674	New	+$758K	0.03%	434

Other funds holding IRM

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Brinker Capital's IRM Position: Q3 2017 in Review

Brinker Capital sold out of Iron Mountain (IRM) in Q3 2017, closing a stake of 21,674 shares — an estimated $756K sold.

Brinker Capital first reported a position in IRM in Q2 2017 and held it in 1 quarter. The position peaked at $756K in Q2 2017. 413 funds tracked by Wall St. Rank hold IRM as of Q3 2017.

Brinker Capital reported no remaining Iron Mountain position as of Q3 2017 after selling out during the quarter.
Brinker Capital sold 21,674 Iron Mountain shares in Q3 2017, an estimated $756K.
Brinker Capital first reported a position in Iron Mountain in Q2 2017 and held it in 1 quarter.
Brinker Capital's Iron Mountain position peaked at $756K in Q2 2017.
413 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2017.

Based on Brinker Capital's 13F filing for Q3 2017, filed 14 Nov 2017.