Lake Street Advisors Group’s Iron Mountain IRM Stock Holding History

Lake Street Advisors Group’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
2018 Q3	–	Sell	-23,363	Closed	-$818K	–	268
2018 Q2	$818K	Buy	23,363 +2,013	+9%	+$68K	0.08%	103
2018 Q1	$702K	Sell	21,350 -13,202	-38%	-$445K	0.08%	96
2017 Q4	$1.3M	Buy	+34,552	New	+$1.37M	0.15%	53

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EIP

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

Lake Street Advisors Group's IRM Position: Q3 2018 in Review

Lake Street Advisors Group sold out of Iron Mountain (IRM) in Q3 2018, closing a stake of 23,363 shares — an estimated $818K sold.

Lake Street Advisors Group first reported a position in IRM in Q4 2017 and held it in 3 quarters. The position peaked at $1.3M in Q4 2017. 502 funds tracked by Wall St. Rank hold IRM as of Q3 2018.

Lake Street Advisors Group reported no remaining Iron Mountain position as of Q3 2018 after selling out during the quarter.
Lake Street Advisors Group sold 23,363 Iron Mountain shares in Q3 2018, an estimated $818K.
Lake Street Advisors Group first reported a position in Iron Mountain in Q4 2017 and held it in 3 quarters.
Lake Street Advisors Group's Iron Mountain position peaked at $1.3M in Q4 2017.
502 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2018.

Based on Lake Street Advisors Group's 13F filing for Q3 2018, filed 14 Nov 2018.