Integrated Wealth Management (Palm Desert)’s Iron Mountain IRM Stock Holding History

Integrated Wealth Management (Palm Desert)’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 Q4	–	Sell	-600	Closed	-$23K	–	620
2016 Q3	$23K	Sell	600 -374	-38%	-$14.4K	0.01%	569
2016 Q2	$39K	Hold	974	–	–	0.02%	452
2016 Q1	$33K	Hold	974	–	–	0.01%	448
2015 Q4	$26K	Buy	+974	New	+$28.6K	0.01%	523
2015 Q2	–	Sell	-974	Closed	-$35K	–	1396
2015 Q1	$35K	Buy	+974	New	+$37.6K	0.01%	450

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

EIP

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s IRM Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Iron Mountain (IRM) in Q4 2016, closing a stake of 600 shares — an estimated $23K sold.

Integrated Wealth Management (Palm Desert) first reported a position in IRM in Q1 2015 and held it in 5 quarters. The position peaked at $39K in Q2 2016. 375 funds tracked by Wall St. Rank hold IRM as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Iron Mountain position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 600 Iron Mountain shares in Q4 2016, an estimated $23K.
Integrated Wealth Management (Palm Desert) first reported a position in Iron Mountain in Q1 2015 and held it in 5 quarters.
Integrated Wealth Management (Palm Desert)'s Iron Mountain position peaked at $39K in Q2 2016.
375 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.