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Euclid Advisors’s Iron Mountain IRM Stock Holding History

Euclid 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
2016
Q3 		– Sell
-22,652
Closed -$902K – 241
2016
Q2 		$902K Sell
22,652
-4,560
-17% -$166K 0.04% 336
2016
Q1 		$923K Sell
27,212
-7,119
-21% -$204K 0.03% 340
2015
Q4 		$927K Buy
+34,331
New +$1.01M 0.03% 337
2015
Q3 		– Sell
-1,962
Closed -$61K – 329
2015
Q2 		$61K Buy
+1,962
New +$68.7K ﹤0.01% 484
2015
Q1 		– Sell
-86,600
Closed -$3.35M – 364
2014
Q4 		$3.35M Buy
86,600
+7,760
+10% +$282K 0.03% 330
2014
Q3 		$2.57M Sell
78,840
-27,900
-26% -$905K 0.02% 473
2014
Q2 		$3.5M Sell
106,740
-31,086
-23% -$843K 0.02% 422
2014
Q1 		$3.51M Buy
137,826
+41,246
+43% +$1.06M 0.03% 365
2013
Q4 		$2.71M Sell
96,580
-7,012
-7% -$180K 0.02% 472
2013
Q3 		$2.59M Buy
103,592
+22,385
+28% +$569K 0.03% 430
2013
Q2 		$2M Buy
+81,207
New +$2.62M 0.03% 440

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Euclid Advisors's IRM Position: Q3 2016 in Review

Euclid Advisors sold out of Iron Mountain (IRM) in Q3 2016, closing a stake of 22,652 shares — an estimated $902K sold.

Euclid Advisors first reported a position in IRM in Q2 2013 and held it in 11 quarters. The position peaked at $3.51M in Q1 2014. 381 funds tracked by Wall St. Rank hold IRM as of Q3 2016.

  • Euclid Advisors reported no remaining Iron Mountain position as of Q3 2016 after selling out during the quarter.
  • Euclid Advisors sold 22,652 Iron Mountain shares in Q3 2016, an estimated $902K.
  • Euclid Advisors first reported a position in Iron Mountain in Q2 2013 and held it in 11 quarters.
  • Euclid Advisors's Iron Mountain position peaked at $3.51M in Q1 2014.
  • 381 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2016.

Based on Euclid Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.