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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capital International Investors

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

Parnassus Investments

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return