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Capstone Asset Management’s Iron Mountain IRM Stock Holding History

Capstone 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
2017
Q2 		$684K Sell
19,901
-262
-1% -$9.16K 0.02% 740
2017
Q1 		$719K Sell
20,163
-90
-0.4% -$3.19K 0.02% 714
2016
Q4 		$658K Buy
20,253
+197
+1% +$6.55K 0.02% 766
2016
Q3 		$753K Buy
20,056
+2,355
+13% +$90.8K 0.02% 714
2016
Q2 		$705K Buy
17,701
+2,584
+17% +$94K 0.02% 727
2016
Q1 		$513K Sell
15,117
-440
-3% -$12.6K 0.01% 911
2015
Q4 		$420K Buy
15,557
+1,215
+8% +$35.6K 0.01% 1038
2015
Q3 		$445K Buy
14,342
+549
+4% +$16.4K 0.01% 991
2015
Q2 		$428K Buy
+13,793
New +$483K 0.01% 1066
2015
Q1 		– Sell
-12,673
Closed -$490K – 1656
2014
Q4 		$490K Buy
12,673
+1,812
+17% +$65.9K 0.01% 1063
2014
Q3 		$355K Sell
10,861
-717
-6% -$23.2K 0.01% 1243
2014
Q2 		$379K Sell
11,578
-2,897
-20% -$78.6K 0.01% 1239
2014
Q1 		$369K Sell
14,475
-2,528
-15% -$64.7K 0.01% 1279
2013
Q4 		$477K Sell
17,003
-12,543
-42% -$321K 0.01% 1165
2013
Q3 		$738K Buy
29,546
+87
+0.3% +$2.21K 0.02% 998
2013
Q2 		$724K Buy
+29,459
New +$951K 0.02% 926

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
SC
Schooner Capital Vero Beach, Florida $23.2M AUM 17.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capstone Asset Management's IRM Position: Q2 2017 in Review

Capstone Asset Management reduced its Iron Mountain (IRM) stake by 1.3% in Q2 2017, selling an estimated $9.16K and leaving 19,901 shares worth $684K. The position accounts for 0.02% of the portfolio, ranked #740.

Capstone Asset Management first reported a position in IRM in Q2 2013 and has held it in 16 quarters since. The position peaked at $753K in Q3 2016. 390 funds tracked by Wall St. Rank hold IRM as of Q2 2017.

  • Capstone Asset Management held 19,901 shares of Iron Mountain worth $684K as of Q2 2017.
  • Capstone Asset Management sold 262 Iron Mountain shares in Q2 2017, an estimated $9.16K.
  • Iron Mountain made up 0.02% of Capstone Asset Management's portfolio in Q2 2017, its #740 holding.
  • Capstone Asset Management first reported a position in Iron Mountain in Q2 2013 and has held it in 16 quarters since.
  • Capstone Asset Management's Iron Mountain position peaked at $753K in Q3 2016.
  • 390 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2017.

Based on Capstone Asset Management's 13F filing for Q2 2017, filed 10 Jul 2017.