Geneva Advisors’s Iron Mountain IRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
$400K Sell
2017
Q1
$464K Sell
2016
Q4
$428K Buy
2016
Q3
$420K Hold
2016
Q2
$446K Buy
2016
Q1
$380K Buy
2014
Q4
Sell
2014
Q3
$360K Sell
2014
Q2
$391K Sell
2014
Q1
$307K Sell
2013
Q4
$342K Sell
2013
Q3
$386K Sell
2013
Q2
$417K Buy