Index Management Solutions’s Iron Mountain IRM Stock Holding History

Index Management Solutions’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 Q3	$11K	Buy	+368	New	+$11K	0.01%	519
2015 Q2	–	Sell	-678	Closed	-$25K	–	786
2015 Q1	$25K	Buy	678 +374	+123%	+$14.4K	0.02%	308
2014 Q4	$12K	Sell	304 -1,374	-82%	-$50K	﹤0.01%	654
2014 Q3	$55K	Sell	1,678 -33	-2%	-$1.07K	0.01%	815
2014 Q2	$56K	Sell	1,711 -508	-23%	-$13.8K	0.01%	795
2014 Q1	$57K	Sell	2,219 -2,713	-55%	-$69.4K	0.01%	745
2013 Q4	$138K	Buy	4,932 +1,684	+52%	+$43.1K	0.03%	149
2013 Q3	$81K	Buy	+3,248	New	+$82.5K	0.02%	256

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

EIP

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

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

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

HCM

Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

Index Management Solutions's IRM Position: Q3 2015 in Review

Index Management Solutions opened a new position in Iron Mountain (IRM) in Q3 2015: 368 shares worth $11K. The stake represents 0.01% of the portfolio and ranks #519 among its holdings. This is a return to the name: Index Management Solutions previously reported a position in IRM as recently as Q1 2015.

Index Management Solutions first reported a position in IRM in Q3 2013 and has held it in 8 quarters since. The position peaked at $138K in Q4 2013. 322 funds tracked by Wall St. Rank hold IRM as of Q3 2015.

Index Management Solutions held 368 shares of Iron Mountain worth $11K as of Q3 2015.
Iron Mountain was a new Index Management Solutions position in Q3 2015.
Iron Mountain made up 0.01% of Index Management Solutions's portfolio in Q3 2015, its #519 holding.
Index Management Solutions first reported a position in Iron Mountain in Q3 2013 and has held it in 8 quarters since.
Index Management Solutions's Iron Mountain position peaked at $138K in Q4 2013.
322 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.