Endurance Wealth Management’s Iron Mountain IRM Stock Holding History

Endurance 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
2018 Q1	–	Sell	-321	Closed	-$12K	–	524
2017 Q4	$12K	Hold	321	–	–	﹤0.01%	395
2017 Q3	$12K	Hold	321	–	–	﹤0.01%	392
2017 Q2	$11K	Hold	321	–	–	﹤0.01%	402
2017 Q1	$11K	Hold	321	–	–	﹤0.01%	401
2016 Q4	$10K	Hold	321	–	–	﹤0.01%	391
2016 Q3	$11K	Hold	321	–	–	﹤0.01%	386
2016 Q2	$13K	Hold	321	–	–	﹤0.01%	358
2016 Q1	$11	Hold	321	–	–	﹤0.01%	380
2015 Q4	$9K	Hold	321	–	–	﹤0.01%	409
2015 Q3	$10K	Hold	321	–	–	﹤0.01%	399
2015 Q2	$10K	Buy	+321	New	+$11.2K	﹤0.01%	409

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

EIP

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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Endurance Wealth Management's IRM Position: Q1 2018 in Review

Endurance Wealth Management sold out of Iron Mountain (IRM) in Q1 2018, closing a stake of 321 shares — an estimated $12K sold.

Endurance Wealth Management first reported a position in IRM in Q2 2015 and held it in 11 quarters. The position peaked at $13K in Q2 2016. 474 funds tracked by Wall St. Rank hold IRM as of Q1 2018.

Endurance Wealth Management reported no remaining Iron Mountain position as of Q1 2018 after selling out during the quarter.
Endurance Wealth Management sold 321 Iron Mountain shares in Q1 2018, an estimated $12K.
Endurance Wealth Management first reported a position in Iron Mountain in Q2 2015 and held it in 11 quarters.
Endurance Wealth Management's Iron Mountain position peaked at $13K in Q2 2016.
474 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2018.

Based on Endurance Wealth Management's 13F filing for Q1 2018, filed 19 Apr 2018.