Empirical Finance’s Iron Mountain IRM Stock Holding History

Empirical Finance’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	–	Sell	-92	Closed	-$3K	–	320
2016 Q4	$3K	Buy	+92	New	+$3.06K	﹤0.01%	620

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empirical Finance's IRM Position: Q1 2017 in Review

Empirical Finance sold out of Iron Mountain (IRM) in Q1 2017, closing a stake of 92 shares — an estimated $3K sold.

Empirical Finance first reported a position in IRM in Q4 2016 and held it in 1 quarter. The position peaked at $3K in Q4 2016. 380 funds tracked by Wall St. Rank hold IRM as of Q1 2017.

Empirical Finance reported no remaining Iron Mountain position as of Q1 2017 after selling out during the quarter.
Empirical Finance sold 92 Iron Mountain shares in Q1 2017, an estimated $3K.
Empirical Finance first reported a position in Iron Mountain in Q4 2016 and held it in 1 quarter.
Empirical Finance's Iron Mountain position peaked at $3K in Q4 2016.
380 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2017.

Based on Empirical Finance's 13F filing for Q1 2017, filed 11 May 2017.