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Geneva Advisors’s Iron Mountain IRM Stock Holding History

Geneva Advisors’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
2017
Q2 		$400K Sell
11,651
-1,361
-10% -$47.6K 0.01% 553
2017
Q1 		$464K Sell
13,012
-176
-1% -$6.23K 0.01% 516
2016
Q4 		$428K Buy
13,188
+1,994
+18% +$66.3K 0.01% 512
2016
Q3 		$420K Hold
11,194
– – 0.01% 505
2016
Q2 		$446K Buy
11,194
+2
+0% +$73 0.01% 469
2016
Q1 		$380K Buy
+11,192
New +$321K 0.01% 490
2014
Q4 		– Sell
-11,038
Closed -$360K – 727
2014
Q3 		$360K Sell
11,038
-905
-8% -$29.3K 0.01% 481
2014
Q2 		$391K Sell
11,943
-92
-0.8% -$2.5K 0.01% 472
2014
Q1 		$307K Sell
12,035
-162
-1% -$4.14K 0.01% 474
2013
Q4 		$342K Sell
12,197
-3,244
-21% -$83.1K 0.01% 381
2013
Q3 		$386K Sell
15,441
-1,502
-9% -$38.2K 0.01% 369
2013
Q2 		$417K Buy
+16,943
New +$547K 0.01% 301

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 $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
SC
Schooner Capital Vero Beach, Florida $23.2M AUM 17.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geneva Advisors's IRM Position: Q2 2017 in Review

Geneva Advisors reduced its Iron Mountain (IRM) stake by 10% in Q2 2017, selling an estimated $47.6K and leaving 11,651 shares worth $400K. The position accounts for 0.01% of the portfolio, ranked #553.

Geneva Advisors first reported a position in IRM in Q2 2013 and has held it in 12 quarters since. The position peaked at $464K in Q1 2017. 390 funds tracked by Wall St. Rank hold IRM as of Q2 2017.

  • Geneva Advisors held 11,651 shares of Iron Mountain worth $400K as of Q2 2017.
  • Geneva Advisors sold 1,361 Iron Mountain shares in Q2 2017, an estimated $47.6K.
  • Iron Mountain made up 0.01% of Geneva Advisors's portfolio in Q2 2017, its #553 holding.
  • Geneva Advisors first reported a position in Iron Mountain in Q2 2013 and has held it in 12 quarters since.
  • Geneva Advisors's Iron Mountain position peaked at $464K in Q1 2017.
  • 390 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.