EWM
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Elite Wealth Management’s Iron Mountain IRM Stock Holding History

Elite Wealth 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
2014
Q3 		– Sell
-309
Closed -$3K – 681
2014
Q2 		$3K Buy
+309
New +$8.38K ﹤0.01% 357

Other funds holding IRM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
SC
Schooner Capital Vero Beach, Florida $23.2M AUM 17.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $8.82B AUM 7.52% 1-Year Est. Return

Elite Wealth Management's IRM Position: Q4 2013 in Review

Elite Wealth Management sold out of Iron Mountain (IRM) in Q4 2013, closing a stake of 32 shares — an estimated $1K sold.

Elite Wealth Management first reported a position in IRM in Q3 2013 and held it in 1 quarter. The position peaked at $1K in Q3 2013. 337 funds tracked by Wall St. Rank hold IRM as of Q4 2013.

  • Elite Wealth Management reported no remaining Iron Mountain position as of Q4 2013 after selling out during the quarter.
  • Elite Wealth Management sold 32 Iron Mountain shares in Q4 2013, an estimated $1K.
  • Elite Wealth Management first reported a position in Iron Mountain in Q3 2013 and held it in 1 quarter.
  • Elite Wealth Management's Iron Mountain position peaked at $1K in Q3 2013.
  • 337 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2013.

Based on Elite Wealth Management's 13F filing for Q4 2013, filed 23 Nov 2016.