JNBA Financial Advisors’s Iron Mountain IRM Stock Holding History

JNBA Financial Advisors’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
2019 Q1	–	Sell	-2,573	Closed	-$83K	–	555
2018 Q4	$83K	Buy	+2,573	New	+$84.4K	0.02%	169
2018 Q3	–	Sell	-2,573	Closed	-$90K	–	593
2018 Q2	$90K	Hold	2,573	–	–	0.02%	181
2018 Q1	$85K	Hold	2,573	–	–	0.02%	181
2017 Q4	$97K	Hold	2,573	–	–	0.02%	175
2017 Q3	$100K	Hold	2,573	–	–	0.02%	162
2017 Q2	$88K	Hold	2,573	–	–	0.02%	167
2017 Q1	$92K	Hold	2,573	–	–	0.02%	165
2016 Q4	$84K	Buy	2,573 +468	+22%	+$15.6K	0.02%	173
2016 Q3	$79K	Sell	2,105 -548	-21%	-$21.1K	0.01%	414
2016 Q2	$106K	Buy	2,653 +2,144	+421%	+$78K	0.03%	157
2016 Q1	$17K	Hold	509	–	–	0.01%	303
2015 Q4	$14K	Hold	509	–	–	0.01%	315
2015 Q3	$16K	Hold	509	–	–	0.01%	301
2015 Q2	$16K	Hold	509	–	–	0.01%	308
2015 Q1	$19K	Hold	509	–	–	0.01%	296
2014 Q4	$20K	Buy	509 +34	+7%	+$1.24K	0.01%	291
2014 Q3	$16K	Sell	475 -39	-8%	-$1.26K	0.01%	310
2014 Q2	$17K	Sell	514 -38	-7%	-$1.03K	0.01%	290
2014 Q1	$14K	Hold	552	–	–	0.01%	293
2013 Q4	$15K	Hold	552	–	–	0.01%	279
2013 Q3	$14K	Hold	552	–	–	0.01%	278
2013 Q2	$14K	Buy	+552	New	+$17.8K	0.01%	233

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

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

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

EIP

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

JNBA Financial Advisors's IRM Position: Q1 2019 in Review

JNBA Financial Advisors sold out of Iron Mountain (IRM) in Q1 2019, closing a stake of 2,573 shares — an estimated $83K sold.

JNBA Financial Advisors first reported a position in IRM in Q2 2013 and held it in 22 quarters. The position peaked at $106K in Q2 2016. 536 funds tracked by Wall St. Rank hold IRM as of Q1 2019.

JNBA Financial Advisors reported no remaining Iron Mountain position as of Q1 2019 after selling out during the quarter.
JNBA Financial Advisors sold 2,573 Iron Mountain shares in Q1 2019, an estimated $83K.
JNBA Financial Advisors first reported a position in Iron Mountain in Q2 2013 and held it in 22 quarters.
JNBA Financial Advisors's Iron Mountain position peaked at $106K in Q2 2016.
536 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2019.

Based on JNBA Financial Advisors's 13F filing for Q1 2019, filed 1 May 2019.