Independent Order of Foresters’s Iron Mountain IRM Stock Holding History

Independent Order of Foresters’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	-853	Closed	-$33K	–	109
2017 Q3	$33K	Hold	853	–	–	0.03%	107
2017 Q2	$29K	Hold	853	–	–	0.02%	108
2017 Q1	$30K	Hold	853	–	–	0.03%	108
2016 Q4	$28K	Sell	853 -2,733	-76%	-$90.9K	0.02%	107
2016 Q3	$135K	Sell	3,586 -6,000	-63%	-$231K	0.11%	95
2016 Q2	$382K	Sell	9,586 -61,814	-87%	-$2.25M	0.28%	61
2016 Q1	$2.42M	Sell	71,400 -19,600	-22%	-$563K	1.83%	17
2015 Q4	$2.46M	Buy	91,000 +5,500	+6%	+$161K	1.93%	17
2015 Q3	$2.65M	Hold	85,500	–	–	2.26%	14
2015 Q2	$2.65M	Buy	85,500 +34,600	+68%	+$1.21M	2.52%	11
2015 Q1	$1.86M	Buy	+50,900	New	+$1.97M	1.73%	18

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

Independent Order of Foresters's IRM Position: Q4 2017 in Review

Independent Order of Foresters sold out of Iron Mountain (IRM) in Q4 2017, closing a stake of 853 shares — an estimated $33K sold.

Independent Order of Foresters first reported a position in IRM in Q1 2015 and held it in 11 quarters. The position peaked at $2.65M in Q3 2015. 476 funds tracked by Wall St. Rank hold IRM as of Q4 2017.

Independent Order of Foresters reported no remaining Iron Mountain position as of Q4 2017 after selling out during the quarter.
Independent Order of Foresters sold 853 Iron Mountain shares in Q4 2017, an estimated $33K.
Independent Order of Foresters first reported a position in Iron Mountain in Q1 2015 and held it in 11 quarters.
Independent Order of Foresters's Iron Mountain position peaked at $2.65M in Q3 2015.
476 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2017.

Based on Independent Order of Foresters's 13F filing for Q4 2017, filed 14 Feb 2018.