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Forward Management’s Iron Mountain IRM Stock Holding History

Forward 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
2013
Q4 		– Sell
-1,948
Closed -$49K – 391
2013
Q3 		$49K Buy
+1,948
New +$49.5K ﹤0.01% 335

Other funds holding IRM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
SC
Schooner Capital Vero Beach, Florida $23.2M AUM 17.29% 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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Forward Management's IRM Position: Q4 2013 in Review

Forward Management sold out of Iron Mountain (IRM) in Q4 2013, closing a stake of 1,948 shares — an estimated $49K sold.

Forward Management first reported a position in IRM in Q3 2013 and held it in 1 quarter. The position peaked at $49K in Q3 2013. 337 funds tracked by Wall St. Rank hold IRM as of Q4 2013.

  • Forward Management reported no remaining Iron Mountain position as of Q4 2013 after selling out during the quarter.
  • Forward Management sold 1,948 Iron Mountain shares in Q4 2013, an estimated $49K.
  • Forward Management first reported a position in Iron Mountain in Q3 2013 and held it in 1 quarter.
  • Forward Management's Iron Mountain position peaked at $49K in Q3 2013.
  • 337 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2013.

Based on Forward Management's 13F filing for Q4 2013, filed 31 Jan 2014.