J. Goldman & Co’s Iron Mountain IRM Stock Holding History

J. Goldman & Co’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
2014 Q4	–	Sell	-96,580	Closed	-$3.15M	–	237
2014 Q3	$3.15M	Buy	96,580 +1,580	+2%	+$51.2K	0.19%	143
2014 Q2	$3.11M	Buy	95,000 +26,618	+39%	+$722K	0.23%	116
2014 Q1	$1.74M	Sell	68,382 -433	-0.6%	-$11.1K	0.13%	180
2013 Q4	$1.93M	Buy	+68,815	New	+$1.76M	0.24%	115
2013 Q3	–	Sell	-13,417	Closed	-$330K	–	283
2013 Q2	$330K	Buy	+13,417	New	+$433K	0.03%	225

Other funds holding IRM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

J. Goldman & Co's IRM Position: Q3 2013 in Review

J. Goldman & Co sold out of Iron Mountain (IRM) in Q3 2013, closing a stake of 13,417 shares — an estimated $330K sold.

J. Goldman & Co first reported a position in IRM in Q2 2013 and held it in 1 quarter. The position peaked at $330K in Q2 2013. 338 funds tracked by Wall St. Rank hold IRM as of Q3 2013.

J. Goldman & Co reported no remaining Iron Mountain position as of Q3 2013 after selling out during the quarter.
J. Goldman & Co sold 13,417 Iron Mountain shares in Q3 2013, an estimated $330K.
J. Goldman & Co first reported a position in Iron Mountain in Q2 2013 and held it in 1 quarter.
J. Goldman & Co's Iron Mountain position peaked at $330K in Q2 2013.
338 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2013.

Based on J. Goldman & Co's 13F filing for Q3 2013, filed 14 Nov 2013.