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Camarda Financial Advisors’s Iron Mountain IRM Stock Holding History

Camarda Financial Advisors’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
2014
Q1 		– Sell
-410
Closed -$12K – 216
2013
Q4 		$12K Buy
+410
New +$10.5K 0.01% 124

Other funds holding IRM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SC
Schooner Capital Vero Beach, Florida $23.2M AUM 17.29% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CGT
Capital Guardian Trust Los Angeles, California $7.42B AUM 13.6% 1-Year Est. Return

Camarda Financial Advisors's IRM Position: Q1 2014 in Review

Camarda Financial Advisors sold out of Iron Mountain (IRM) in Q1 2014, closing a stake of 410 shares — an estimated $12K sold.

Camarda Financial Advisors first reported a position in IRM in Q4 2013 and held it in 1 quarter. The position peaked at $12K in Q4 2013. 334 funds tracked by Wall St. Rank hold IRM as of Q1 2014.

  • Camarda Financial Advisors reported no remaining Iron Mountain position as of Q1 2014 after selling out during the quarter.
  • Camarda Financial Advisors sold 410 Iron Mountain shares in Q1 2014, an estimated $12K.
  • Camarda Financial Advisors first reported a position in Iron Mountain in Q4 2013 and held it in 1 quarter.
  • Camarda Financial Advisors's Iron Mountain position peaked at $12K in Q4 2013.
  • 334 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2014.

Based on Camarda Financial Advisors's 13F filing for Q1 2014, filed 15 May 2014.