FineMark National Bank & Trust’s Iron Mountain IRM Stock Holding History

FineMark National Bank & Trust’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
2015 Q2	–	Sell	-100	Closed	-$4K	–	1454
2015 Q1	$4K	Buy	+100	New	+$3.86K	﹤0.01%	1158
2014 Q3	–	Sell	-55	Closed	-$2K	–	1407
2014 Q2	$2K	Buy	55 +1	+2%	+$27	﹤0.01%	1287
2014 Q1	$1K	Hold	54	–	–	﹤0.01%	1355
2013 Q4	$2K	Buy	+54	New	+$1.38K	﹤0.01%	1304

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

HCM

Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

FineMark National Bank & Trust's IRM Position: Q2 2015 in Review

FineMark National Bank & Trust sold out of Iron Mountain (IRM) in Q2 2015, closing a stake of 100 shares — an estimated $4K sold.

FineMark National Bank & Trust first reported a position in IRM in Q4 2013 and held it in 4 quarters. The position peaked at $4K in Q1 2015. 352 funds tracked by Wall St. Rank hold IRM as of Q2 2015.

FineMark National Bank & Trust reported no remaining Iron Mountain position as of Q2 2015 after selling out during the quarter.
FineMark National Bank & Trust sold 100 Iron Mountain shares in Q2 2015, an estimated $4K.
FineMark National Bank & Trust first reported a position in Iron Mountain in Q4 2013 and held it in 4 quarters.
FineMark National Bank & Trust's Iron Mountain position peaked at $4K in Q1 2015.
352 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2015.

Based on FineMark National Bank & Trust's 13F filing for Q2 2015, filed 11 Aug 2015.