City National Bank’s Iron Mountain IRM Stock Holding History

City National Bank’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 Q3	$2.3M	Sell	74,084 -2,089	-3%	-$62.3K	0.02%	342
2015 Q2	$2.36M	Sell	76,173 -6,263	-8%	-$219K	0.02%	362
2015 Q1	$3.01M	Sell	82,436 -4,072	-5%	-$157K	0.03%	328
2014 Q4	$3.35M	Buy	86,508 +6,509	+8%	+$237K	0.03%	318
2014 Q3	$2.61M	Sell	79,999 -7,238	-8%	-$235K	0.02%	341
2014 Q2	$2.86M	Buy	87,237 +42,136	+93%	+$1.14M	0.03%	340
2014 Q1	$1.15M	Sell	45,101 -1,364	-3%	-$34.9K	0.02%	384
2013 Q4	$1.3M	Sell	46,465 -16,784	-27%	-$430K	0.02%	376
2013 Q3	$1.58M	Sell	63,249 -8,246	-12%	-$209K	0.03%	324
2013 Q2	$1.76M	Buy	+71,495	New	+$2.31M	0.03%	322

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

EIP

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

Schooner Capital Vero Beach, Florida $23.2M AUM 17.29% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

HCM

Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

City National Bank's IRM Position: Q3 2015 in Review

City National Bank reduced its Iron Mountain (IRM) stake by 2.7% in Q3 2015, selling an estimated $62.3K and leaving 74,084 shares worth $2.3M. The position accounts for 0.02% of the portfolio, ranked #342.

City National Bank first reported a position in IRM in Q2 2013 and has held it in 10 quarters since. The position peaked at $3.35M in Q4 2014. 322 funds tracked by Wall St. Rank hold IRM as of Q3 2015.

City National Bank held 74,084 shares of Iron Mountain worth $2.3M as of Q3 2015.
City National Bank sold 2,089 Iron Mountain shares in Q3 2015, an estimated $62.3K.
Iron Mountain made up 0.02% of City National Bank's portfolio in Q3 2015, its #342 holding.
City National Bank first reported a position in Iron Mountain in Q2 2013 and has held it in 10 quarters since.
City National Bank's Iron Mountain position peaked at $3.35M in Q4 2014.
322 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2015.

Based on City National Bank's 13F filing for Q3 2015, filed 29 Oct 2015.