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FDO Partners’s Iron Mountain IRM Stock Holding History

FDO Partners’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
Q3 		– Sell
-60,309
Closed -$2.07M – 262
2017
Q2 		$2.07M Buy
+60,309
New +$2.11M 0.44% 99
2016
Q1 		– Sell
-18,856
Closed -$509K – 287
2015
Q4 		$509K Buy
+18,856
New +$553K 0.29% 152

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $34.1B AUM 20.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
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
SC
Schooner Capital Vero Beach, Florida $23.2M AUM 17.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FDO Partners's IRM Position: Q3 2017 in Review

FDO Partners sold out of Iron Mountain (IRM) in Q3 2017, closing a stake of 60,309 shares — an estimated $2.07M sold.

FDO Partners first reported a position in IRM in Q4 2015 and held it in 2 quarters. The position peaked at $2.07M in Q2 2017. 413 funds tracked by Wall St. Rank hold IRM as of Q3 2017.

  • FDO Partners reported no remaining Iron Mountain position as of Q3 2017 after selling out during the quarter.
  • FDO Partners sold 60,309 Iron Mountain shares in Q3 2017, an estimated $2.07M.
  • FDO Partners first reported a position in Iron Mountain in Q4 2015 and held it in 2 quarters.
  • FDO Partners's Iron Mountain position peaked at $2.07M in Q2 2017.
  • 413 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2017.

Based on FDO Partners's 13F filing for Q3 2017, filed 13 Nov 2017.