MB Financial Bank - Trust Department’s Iron Mountain IRM Stock Holding History

MB Financial Bank - Trust Department’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 Q4	–	Sell	-500	Closed	-$17K	–	385
2018 Q3	$17K	Sell	500 -4,500	-90%	-$160K	﹤0.01%	315
2018 Q2	$175K	Hold	5,000	–	–	0.02%	158
2018 Q1	$164K	Hold	5,000	–	–	0.02%	159
2017 Q4	$189K	Hold	5,000	–	–	0.02%	153
2017 Q3	$195K	Hold	5,000	–	–	0.02%	148
2017 Q2	$172K	Hold	5,000	–	–	0.02%	154
2017 Q1	$178K	Buy	+5,000	New	+$177K	0.02%	147

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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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

EIP

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

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

MB Financial Bank - Trust Department's IRM Position: Q4 2018 in Review

MB Financial Bank - Trust Department sold out of Iron Mountain (IRM) in Q4 2018, closing a stake of 500 shares — an estimated $17K sold.

MB Financial Bank - Trust Department first reported a position in IRM in Q1 2017 and held it in 7 quarters. The position peaked at $195K in Q3 2017. 486 funds tracked by Wall St. Rank hold IRM as of Q4 2018.

MB Financial Bank - Trust Department reported no remaining Iron Mountain position as of Q4 2018 after selling out during the quarter.
MB Financial Bank - Trust Department sold 500 Iron Mountain shares in Q4 2018, an estimated $17K.
MB Financial Bank - Trust Department first reported a position in Iron Mountain in Q1 2017 and held it in 7 quarters.
MB Financial Bank - Trust Department's Iron Mountain position peaked at $195K in Q3 2017.
486 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2018.

Based on MB Financial Bank - Trust Department's 13F filing for Q4 2018, filed 9 Jan 2019.