GW & Wade’s Iron Mountain IRM Stock Holding History

GW & Wade’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 Q4	–	Sell	-12,109	Closed	-$471K	–	226
2017 Q3	$471K	Hold	12,109	–	–	0.06%	141
2017 Q2	$416K	Hold	12,109	–	–	0.05%	154
2017 Q1	$432K	Buy	+12,109	New	+$429K	0.06%	150

Other funds holding IRM

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

GW & Wade's IRM Position: Q4 2017 in Review

GW & Wade sold out of Iron Mountain (IRM) in Q4 2017, closing a stake of 12,109 shares — an estimated $471K sold.

GW & Wade first reported a position in IRM in Q1 2017 and held it in 3 quarters. The position peaked at $471K in Q3 2017. 476 funds tracked by Wall St. Rank hold IRM as of Q4 2017.

GW & Wade reported no remaining Iron Mountain position as of Q4 2017 after selling out during the quarter.
GW & Wade sold 12,109 Iron Mountain shares in Q4 2017, an estimated $471K.
GW & Wade first reported a position in Iron Mountain in Q1 2017 and held it in 3 quarters.
GW & Wade's Iron Mountain position peaked at $471K in Q3 2017.
476 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2017.

Based on GW & Wade's 13F filing for Q4 2017, filed 13 Feb 2018.