GW Capital’s Iron Mountain IRM Stock Holding History

GW Capital’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
2015 Q4	$21.1M	Buy	782,436 +20,272	+3%	+$595K	1.46%	22
2015 Q3	$23.6M	Sell	762,164 -71,703	-9%	-$2.14M	1.54%	19
2015 Q2	$25.9M	Sell	833,867 -137,659	-14%	-$4.82M	1.38%	27
2015 Q1	$35.4M	Buy	971,526 +4,169	+0.4%	+$161K	1.63%	19
2014 Q4	$37.4M	Buy	967,357 +52,693	+6%	+$1.92M	1.72%	17
2014 Q3	$29.9M	Sell	914,664 -158,267	-15%	-$5.13M	1.27%	38
2014 Q2	$35.2M	Sell	1,072,931 -231,538	-18%	-$6.28M	1.35%	34
2014 Q1	$33.2M	Buy	1,304,469 +185,055	+17%	+$4.73M	1.29%	37
2013 Q4	$31.4M	Buy	1,119,414 +11,236	+1%	+$288K	1.37%	36
2013 Q3	$27.7M	Buy	1,108,178 +462,291	+72%	+$11.7M	1.3%	38
2013 Q2	$15.9M	Buy	+645,887	New	+$20.8M	0.81%	52

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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

Schooner Capital Vero Beach, Florida $23.2M AUM 17.29% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

GW Capital's IRM Position: Q4 2015 in Review

GW Capital increased its Iron Mountain (IRM) stake by 2.7% in Q4 2015, buying an estimated $595K and bringing the position to 782,436 shares worth $21.1M. The position accounts for 1.46% of the portfolio, ranked #22.

GW Capital first reported a position in IRM in Q2 2013 and has held it in 11 quarters since. The position peaked at $37.4M in Q4 2014. 336 funds tracked by Wall St. Rank hold IRM as of Q4 2015.

GW Capital held 782,436 shares of Iron Mountain worth $21.1M as of Q4 2015.
GW Capital bought 20,272 Iron Mountain shares in Q4 2015, an estimated $595K.
Iron Mountain made up 1.46% of GW Capital's portfolio in Q4 2015, its #22 holding.
GW Capital first reported a position in Iron Mountain in Q2 2013 and has held it in 11 quarters since.
GW Capital's Iron Mountain position peaked at $37.4M in Q4 2014.
336 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2015.

Based on GW Capital's 13F filing for Q4 2015, filed 19 Feb 2016.