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CT Financial Advisors’s Iron Mountain IRM Stock Holding History

CT Financial Advisors’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
Q1 		$12.9K Hold
361
– – 0.01% 410
2016
Q4 		$11.7K Hold
361
– – 0.01% 413
2016
Q3 		$13.5K Hold
361
– – 0.01% 392
2016
Q2 		$14.4K Hold
361
– – 0.01% 382
2016
Q1 		$12.2K Hold
361
– – 0.01% 424
2015
Q4 		$9.75K Hold
361
– – 0.01% 457
2015
Q3 		$11.2K Hold
361
– – 0.01% 444
2015
Q2 		$11.2K Hold
361
– – 0.01% 457
2015
Q1 		$13.2K Hold
361
– – 0.01% 433
2014
Q4 		$14K Buy
+361
New +$13.1K 0.01% 349
2014
Q1 		$13.2K Buy
+391
New +$10K 0.01% 433

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CT Financial Advisors's IRM Position: Q1 2017 in Review

CT Financial Advisors held its Iron Mountain (IRM) position steady in Q1 2017 at 361 shares worth $12.9K. The position accounts for 0.01% of the portfolio, ranked #410.

CT Financial Advisors first reported a position in IRM in Q1 2014 and has held it in 11 quarters since. The position peaked at $14.4K in Q2 2016. 380 funds tracked by Wall St. Rank hold IRM as of Q1 2017.

  • CT Financial Advisors held 361 shares of Iron Mountain worth $12.9K as of Q1 2017.
  • CT Financial Advisors left its Iron Mountain share count unchanged in Q1 2017.
  • Iron Mountain made up 0.01% of CT Financial Advisors's portfolio in Q1 2017, its #410 holding.
  • CT Financial Advisors first reported a position in Iron Mountain in Q1 2014 and has held it in 11 quarters since.
  • CT Financial Advisors's Iron Mountain position peaked at $14.4K in Q2 2016.
  • 380 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.