GEM
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Global Endowment Management’s Iron Mountain IRM Stock Holding History

Global Endowment 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
2016
Q3 		– Sell
-6,900
Closed -$275K – 221
2016
Q2 		$275K Hold
6,900
– – 0.06% 172
2016
Q1 		$234K Sell
6,900
-1,800
-21% -$51.7K 0.05% 188
2015
Q4 		$235K Buy
+8,700
New +$255K 0.04% 182

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
SC
Schooner Capital Vero Beach, Florida $23.2M AUM 17.29% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Global Endowment Management's IRM Position: Q3 2016 in Review

Global Endowment Management sold out of Iron Mountain (IRM) in Q3 2016, closing a stake of 6,900 shares — an estimated $275K sold.

Global Endowment Management first reported a position in IRM in Q4 2015 and held it in 3 quarters. The position peaked at $275K in Q2 2016. 381 funds tracked by Wall St. Rank hold IRM as of Q3 2016.

  • Global Endowment Management reported no remaining Iron Mountain position as of Q3 2016 after selling out during the quarter.
  • Global Endowment Management sold 6,900 Iron Mountain shares in Q3 2016, an estimated $275K.
  • Global Endowment Management first reported a position in Iron Mountain in Q4 2015 and held it in 3 quarters.
  • Global Endowment Management's Iron Mountain position peaked at $275K in Q2 2016.
  • 381 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2016.

Based on Global Endowment Management's 13F filing for Q3 2016, filed 10 Nov 2016.