Calton & Associates’s Iron Mountain IRM Stock Holding History

Calton & Associates’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
2018 Q1	–	Sell	-90	Closed	-$3K	–	811
2017 Q4	$3K	Buy	+90	New	+$3.57K	﹤0.01%	1331

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Calton & Associates's IRM Position: Q1 2018 in Review

Calton & Associates sold out of Iron Mountain (IRM) in Q1 2018, closing a stake of 90 shares — an estimated $3K sold.

Calton & Associates first reported a position in IRM in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 474 funds tracked by Wall St. Rank hold IRM as of Q1 2018.

Calton & Associates reported no remaining Iron Mountain position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 90 Iron Mountain shares in Q1 2018, an estimated $3K.
Calton & Associates first reported a position in Iron Mountain in Q4 2017 and held it in 1 quarter.
Calton & Associates's Iron Mountain position peaked at $3K in Q4 2017.
474 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.