Evercore Wealth Management’s Iron Mountain IRM Stock Holding History

Evercore 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	-183	Closed	-$7K	–	563
2017 Q4	$7K	Hold	183	–	–	﹤0.01%	831
2017 Q3	$7K	Sell	183 -225	-55%	-$8.41K	﹤0.01%	814
2017 Q2	$14K	Buy	408 +225	+123%	+$7.87K	﹤0.01%	772
2017 Q1	$7K	Sell	183 -35	-16%	-$1.24K	﹤0.01%	856
2016 Q4	$7K	Buy	218 +35	+19%	+$1.16K	﹤0.01%	856
2016 Q3	$7K	Sell	183 -180	-50%	-$6.94K	﹤0.01%	902
2016 Q2	$14K	Buy	+363	New	+$13.2K	﹤0.01%	805
2015 Q2	–	Sell	-244	Closed	-$9K	–	1076
2015 Q1	$9K	Hold	244	–	–	﹤0.01%	877
2014 Q4	$9K	Buy	244 +16	+7%	+$582	﹤0.01%	755
2014 Q3	$7K	Sell	228 -19	-8%	-$616	﹤0.01%	846
2014 Q2	$8K	Hold	247	–	–	﹤0.01%	860
2014 Q1	$6K	Hold	247	–	–	﹤0.01%	848
2013 Q4	$7K	Hold	247	–	–	﹤0.01%	778
2013 Q3	$6K	Hold	247	–	–	﹤0.01%	819
2013 Q2	$6K	Buy	+247	New	+$7.97K	﹤0.01%	755

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

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

Evercore Wealth Management sold out of Iron Mountain (IRM) in Q1 2018, closing a stake of 183 shares — an estimated $7K sold.

Evercore Wealth Management first reported a position in IRM in Q2 2013 and held it in 15 quarters. The position peaked at $14K in Q2 2017. 475 funds tracked by Wall St. Rank hold IRM as of Q1 2018.

Evercore Wealth Management reported no remaining Iron Mountain position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 183 Iron Mountain shares in Q1 2018, an estimated $7K.
Evercore Wealth Management first reported a position in Iron Mountain in Q2 2013 and held it in 15 quarters.
Evercore Wealth Management's Iron Mountain position peaked at $14K in Q2 2017.
475 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.