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Mariner Independent Advisor Network’s Iron Mountain IRM Stock Holding History

Mariner Independent Advisor Network’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
2017
Q2 		– Sell
-205,296
Closed -$7.25M – 257
2017
Q1 		$7.25M Buy
+205,296
New +$7.27M 0.88% 25

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 $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
SC
Schooner Capital Vero Beach, Florida $23.2M AUM 17.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mariner Independent Advisor Network's IRM Position: Q2 2017 in Review

Mariner Independent Advisor Network sold out of Iron Mountain (IRM) in Q2 2017, closing a stake of 205,296 shares — an estimated $7.25M sold.

Mariner Independent Advisor Network first reported a position in IRM in Q1 2017 and held it in 1 quarter. The position peaked at $7.25M in Q1 2017. 390 funds tracked by Wall St. Rank hold IRM as of Q2 2017.

  • Mariner Independent Advisor Network reported no remaining Iron Mountain position as of Q2 2017 after selling out during the quarter.
  • Mariner Independent Advisor Network sold 205,296 Iron Mountain shares in Q2 2017, an estimated $7.25M.
  • Mariner Independent Advisor Network first reported a position in Iron Mountain in Q1 2017 and held it in 1 quarter.
  • Mariner Independent Advisor Network's Iron Mountain position peaked at $7.25M in Q1 2017.
  • 390 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2017.

Based on Mariner Independent Advisor Network's 13F filing for Q2 2017, filed 16 Aug 2017.