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Gary Goldberg Planning Services’s Iron Mountain IRM Stock Holding History

Gary Goldberg Planning Services’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
2014
Q4 		– Sell
-249
Closed -$8K – 472
2014
Q3 		$8K Sell
249
-20
-7% -$648 ﹤0.01% 392
2014
Q2 		$9K Hold
269
– – ﹤0.01% 357
2014
Q1 		$7K Hold
269
– – ﹤0.01% 349
2013
Q4 		$8K Hold
269
– – ﹤0.01% 303
2013
Q3 		$7K Hold
269
– – ﹤0.01% 307
2013
Q2 		$7K Buy
+269
New +$8.68K ﹤0.01% 315

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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
SC
Schooner Capital Vero Beach, Florida $23.2M AUM 17.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Gary Goldberg Planning Services's IRM Position: Q4 2014 in Review

Gary Goldberg Planning Services sold out of Iron Mountain (IRM) in Q4 2014, closing a stake of 249 shares — an estimated $8K sold.

Gary Goldberg Planning Services first reported a position in IRM in Q2 2013 and held it in 6 quarters. The position peaked at $9K in Q2 2014. 339 funds tracked by Wall St. Rank hold IRM as of Q4 2014.

  • Gary Goldberg Planning Services reported no remaining Iron Mountain position as of Q4 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 249 Iron Mountain shares in Q4 2014, an estimated $8K.
  • Gary Goldberg Planning Services first reported a position in Iron Mountain in Q2 2013 and held it in 6 quarters.
  • Gary Goldberg Planning Services's Iron Mountain position peaked at $9K in Q2 2014.
  • 339 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.