Gideon Capital Advisors’s Iron Mountain IRM Stock Holding History

Gideon Capital 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
2019 Q2	–	Sell	-16,051	Closed	-$569K	–	350
2019 Q1	$569K	Buy	+16,051	New	+$567K	0.2%	144
2018 Q4	–	Sell	-17,961	Closed	-$620K	–	433
2018 Q3	$620K	Buy	17,961 +9,455	+111%	+$337K	0.29%	98
2018 Q2	$298K	Buy	+8,506	New	+$287K	0.15%	258
2018 Q1	–	Sell	-13,722	Closed	-$518K	–	404
2017 Q4	$518K	Buy	+13,722	New	+$544K	0.46%	53
2015 Q3	–	Sell	-9,353	Closed	-$290K	–	271
2015 Q2	$290K	Buy	+9,353	New	+$328K	0.12%	199

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Gideon Capital Advisors's IRM Position: Q2 2019 in Review

Gideon Capital Advisors sold out of Iron Mountain (IRM) in Q2 2019, closing a stake of 16,051 shares — an estimated $569K sold.

Gideon Capital Advisors first reported a position in IRM in Q2 2015 and held it in 5 quarters. The position peaked at $620K in Q3 2018. 522 funds tracked by Wall St. Rank hold IRM as of Q2 2019.

Gideon Capital Advisors reported no remaining Iron Mountain position as of Q2 2019 after selling out during the quarter.
Gideon Capital Advisors sold 16,051 Iron Mountain shares in Q2 2019, an estimated $569K.
Gideon Capital Advisors first reported a position in Iron Mountain in Q2 2015 and held it in 5 quarters.
Gideon Capital Advisors's Iron Mountain position peaked at $620K in Q3 2018.
522 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2019.

Based on Gideon Capital Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.