First New York Securities’s Iron Mountain IRM Stock Holding History

First New York Securities’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 Q4	–	Sell	-50	Closed	-$3.75K	–	138
2016 Q3	$3.75K	Buy	+50	New	+$1.93K	﹤0.01%	217
2014 Q1	–	Sell	-5,410	Closed	-$152K	–	425
2013 Q4	$152K	Buy	+5,410	New	+$139K	0.09%	135

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

EIP

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

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

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

First New York Securities's IRM Position: Q4 2014 in Review

First New York Securities sold out of Iron Mountain (IRM) in Q4 2014, closing a stake of 24,661 shares — an estimated $804K sold.

First New York Securities first reported a position in IRM in Q2 2013 and held it in 3 quarters. The position peaked at $1.21M in Q2 2013. 339 funds tracked by Wall St. Rank hold IRM as of Q4 2014.

First New York Securities reported no remaining Iron Mountain position as of Q4 2014 after selling out during the quarter.
First New York Securities sold 24,661 Iron Mountain shares in Q4 2014, an estimated $804K.
First New York Securities first reported a position in Iron Mountain in Q2 2013 and held it in 3 quarters.
First New York Securities's Iron Mountain position peaked at $1.21M in Q2 2013.
339 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2014.

Based on First New York Securities's 13F filing for Q4 2014, filed 9 Jan 2015.