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Cerity Partners OCIO’s Iron Mountain IRM Stock Holding History

Cerity Partners OCIO’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
2015
Q4 		– Sell
-23,032
Closed -$715K – 228
2015
Q3 		$715K Buy
23,032
+2,212
+11% +$66K 0.08% 108
2015
Q2 		$645K Buy
20,820
+3,931
+23% +$138K 0.07% 122
2015
Q1 		$616K Buy
+16,889
New +$652K 0.07% 119

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Schooner Capital Vero Beach, Florida $23.2M AUM 17.29% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Cerity Partners OCIO's IRM Position: Q4 2015 in Review

Cerity Partners OCIO sold out of Iron Mountain (IRM) in Q4 2015, closing a stake of 23,032 shares — an estimated $715K sold.

Cerity Partners OCIO first reported a position in IRM in Q1 2015 and held it in 3 quarters. The position peaked at $715K in Q3 2015. 336 funds tracked by Wall St. Rank hold IRM as of Q4 2015.

  • Cerity Partners OCIO reported no remaining Iron Mountain position as of Q4 2015 after selling out during the quarter.
  • Cerity Partners OCIO sold 23,032 Iron Mountain shares in Q4 2015, an estimated $715K.
  • Cerity Partners OCIO first reported a position in Iron Mountain in Q1 2015 and held it in 3 quarters.
  • Cerity Partners OCIO's Iron Mountain position peaked at $715K in Q3 2015.
  • 336 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2015.

Based on Cerity Partners OCIO's 13F filing for Q4 2015, filed 10 Feb 2016.