Bruderman Asset Management’s Iron Mountain IRM Stock Holding History

Bruderman Asset Management’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 Q2	–	Sell	-1,650	Closed	-$59K	–	328
2019 Q1	$59K	Buy	+1,650	New	+$58.3K	0.01%	249
2017 Q1	–	Sell	-272	Closed	-$9K	–	225
2016 Q4	$9K	Buy	272 +5	+2%	+$166	﹤0.01%	320
2016 Q3	$10K	Hold	267	–	–	﹤0.01%	326
2016 Q2	$11K	Hold	267	–	–	﹤0.01%	303
2016 Q1	$9K	Hold	267	–	–	﹤0.01%	329
2015 Q4	$7K	Hold	267	–	–	﹤0.01%	357
2015 Q3	$8K	Hold	267	–	–	﹤0.01%	353
2015 Q2	$8K	Hold	267	–	–	﹤0.01%	365
2015 Q1	$10K	Buy	+267	New	+$10.3K	﹤0.01%	342

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

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

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bruderman Asset Management's IRM Position: Q2 2019 in Review

Bruderman Asset Management sold out of Iron Mountain (IRM) in Q2 2019, closing a stake of 1,650 shares — an estimated $59K sold.

Bruderman Asset Management first reported a position in IRM in Q1 2015 and held it in 9 quarters. The position peaked at $59K in Q1 2019. 522 funds tracked by Wall St. Rank hold IRM as of Q2 2019.

Bruderman Asset Management reported no remaining Iron Mountain position as of Q2 2019 after selling out during the quarter.
Bruderman Asset Management sold 1,650 Iron Mountain shares in Q2 2019, an estimated $59K.
Bruderman Asset Management first reported a position in Iron Mountain in Q1 2015 and held it in 9 quarters.
Bruderman Asset Management's Iron Mountain position peaked at $59K in Q1 2019.
522 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.