Cornerstone Advisors (Washington)’s Iron Mountain IRM Stock Holding History

Cornerstone Advisors (Washington)’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
2019 Q3	–	Sell	-293	Closed	-$9K	–	1102
2019 Q2	$9K	Sell	293 -89	-23%	-$2.92K	﹤0.01%	806
2019 Q1	$14K	Buy	382 +114	+43%	+$4.03K	﹤0.01%	657
2018 Q4	$9K	Buy	268 +200	+294%	+$6.56K	﹤0.01%	662
2018 Q3	$2K	Hold	68	–	–	﹤0.01%	893
2018 Q2	$2K	Hold	68	–	–	﹤0.01%	845
2018 Q1	$2K	Hold	68	–	–	﹤0.01%	825
2017 Q4	$3K	Hold	68	–	–	﹤0.01%	764
2017 Q3	$3K	Hold	68	–	–	﹤0.01%	753
2017 Q2	$2K	Hold	68	–	–	﹤0.01%	797
2017 Q1	$2K	Hold	68	–	–	﹤0.01%	799
2016 Q4	$2K	Sell	68 -531	-89%	-$17.7K	﹤0.01%	811
2016 Q3	$22K	Buy	599 +521	+668%	+$20.1K	0.02%	464
2016 Q2	$3K	Hold	78	–	–	﹤0.01%	652
2016 Q1	$3K	Buy	+78	New	+$2.24K	﹤0.01%	650
2015 Q4	–	Sell	-129	Closed	-$4K	–	922
2015 Q3	$4K	Sell	129 -26	-17%	-$776	﹤0.01%	594
2015 Q2	$5K	Sell	155 -1,710	-92%	-$59.9K	﹤0.01%	410
2015 Q1	$68K	Buy	+1,865	New	+$72K	0.05%	159

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EIP

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

Cornerstone Advisors (Washington)'s IRM Position: Q3 2019 in Review

Cornerstone Advisors (Washington) sold out of Iron Mountain (IRM) in Q3 2019, closing a stake of 293 shares — an estimated $9K sold.

Cornerstone Advisors (Washington) first reported a position in IRM in Q1 2015 and held it in 17 quarters. The position peaked at $68K in Q1 2015. 519 funds tracked by Wall St. Rank hold IRM as of Q3 2019.

Cornerstone Advisors (Washington) reported no remaining Iron Mountain position as of Q3 2019 after selling out during the quarter.
Cornerstone Advisors (Washington) sold 293 Iron Mountain shares in Q3 2019, an estimated $9K.
Cornerstone Advisors (Washington) first reported a position in Iron Mountain in Q1 2015 and held it in 17 quarters.
Cornerstone Advisors (Washington)'s Iron Mountain position peaked at $68K in Q1 2015.
519 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2019.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2019, filed 23 Oct 2019.