GWM
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Gupta Wealth Management’s Iron Mountain IRM Stock Holding History

Gupta Wealth 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
Q1 		$3K Hold
98
– – ﹤0.01% 1021
2015
Q4 		$3K Sell
98
-347
-78% -$10.2K ﹤0.01% 1082
2015
Q3 		$14K Sell
445
-45
-9% -$1.34K ﹤0.01% 809
2015
Q2 		$15K Buy
490
+60
+14% +$2.1K ﹤0.01% 806
2015
Q1 		$16K Buy
+430
New +$16.6K ﹤0.01% 656

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Gupta Wealth Management's IRM Position: Q1 2016 in Review

Gupta Wealth Management held its Iron Mountain (IRM) position steady in Q1 2016 at 98 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1021.

Gupta Wealth Management first reported a position in IRM in Q1 2015 and has held it in 5 quarters since. The position peaked at $16K in Q1 2015. 350 funds tracked by Wall St. Rank hold IRM as of Q1 2016.

  • Gupta Wealth Management held 98 shares of Iron Mountain worth $3K as of Q1 2016.
  • Gupta Wealth Management left its Iron Mountain share count unchanged in Q1 2016.
  • Iron Mountain made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #1021 holding.
  • Gupta Wealth Management first reported a position in Iron Mountain in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Iron Mountain position peaked at $16K in Q1 2015.
  • 350 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.