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Loeb Partners Corp’s Iron Mountain IRM Stock Holding History

Loeb Partners Corp’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 		– Sell
-10,000
Closed -$310K – 177
2015
Q2 		$310K Sell
10,000
-1,016
-9% -$35.6K 0.09% 139
2015
Q1 		$402K Hold
11,016
– – 0.12% 126
2014
Q4 		$426K Buy
11,016
+1,016
+10% +$37K 0.13% 132
2014
Q3 		$326K Sell
10,000
-820
-8% -$26.6K 0.11% 132
2014
Q2 		$354K Hold
10,820
– – 0.11% 143
2014
Q1 		$276K Sell
10,820
-10,820
-50% -$277K 0.09% 153
2013
Q4 		$607K Hold
21,640
– – 0.19% 108
2013
Q3 		$540K Hold
21,640
– – 0.18% 111
2013
Q2 		$532K Buy
+21,640
New +$698K 0.19% 104

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
SC
Schooner Capital Vero Beach, Florida $23.2M AUM 17.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Loeb Partners Corp's IRM Position: Q3 2015 in Review

Loeb Partners Corp sold out of Iron Mountain (IRM) in Q3 2015, closing a stake of 10,000 shares — an estimated $310K sold.

Loeb Partners Corp first reported a position in IRM in Q2 2013 and held it in 9 quarters. The position peaked at $607K in Q4 2013. 322 funds tracked by Wall St. Rank hold IRM as of Q3 2015.

  • Loeb Partners Corp reported no remaining Iron Mountain position as of Q3 2015 after selling out during the quarter.
  • Loeb Partners Corp sold 10,000 Iron Mountain shares in Q3 2015, an estimated $310K.
  • Loeb Partners Corp first reported a position in Iron Mountain in Q2 2013 and held it in 9 quarters.
  • Loeb Partners Corp's Iron Mountain position peaked at $607K in Q4 2013.
  • 322 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2015.

Based on Loeb Partners Corp's 13F filing for Q3 2015, filed 12 Nov 2015.