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Capital Advisors Inc’s Iron Mountain IRM Stock Holding History

Capital Advisors Inc’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
Q4 		– Sell
-260,889
Closed -$9.01M – 184
2018
Q3 		$9.01M Sell
260,889
-8,673
-3% -$309K 0.54% 64
2018
Q2 		$9.44M Sell
269,562
-1,957
-0.7% -$66.1K 0.57% 57
2018
Q1 		$8.92M Sell
271,519
-7,701
-3% -$260K 0.54% 61
2017
Q4 		$10.5M Buy
279,220
+6,840
+3% +$271K 0.62% 57
2017
Q3 		$10.6M Buy
+272,380
New +$10.2M 0.65% 56
2017
Q1 		– Sell
-33,554
Closed -$660K – 197
2016
Q4 		$660K Buy
+33,554
New +$1.12M 0.05% 126

Other funds holding IRM

Vanguard Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Goldman Sachs
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Advisors Inc's IRM Position: Q4 2018 in Review

Capital Advisors Inc sold out of Iron Mountain (IRM) in Q4 2018, closing a stake of 260,889 shares — an estimated $9.01M sold.

Capital Advisors Inc first reported a position in IRM in Q4 2016 and held it in 6 quarters. The position peaked at $10.6M in Q3 2017. 485 funds tracked by Wall St. Rank hold IRM as of Q4 2018.

  • Capital Advisors Inc reported no remaining Iron Mountain position as of Q4 2018 after selling out during the quarter.
  • Capital Advisors Inc sold 260,889 Iron Mountain shares in Q4 2018, an estimated $9.01M.
  • Capital Advisors Inc first reported a position in Iron Mountain in Q4 2016 and held it in 6 quarters.
  • Capital Advisors Inc's Iron Mountain position peaked at $10.6M in Q3 2017.
  • 485 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2018.

Based on Capital Advisors Inc's 13F filing for Q4 2018, filed 6 Feb 2019.