MSI Financial Services’s Iron Mountain IRM Stock Holding History

MSI Financial Services’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
2016 Q4	$167K	Sell	5,147 -1,326	-20%	-$44.1K	0.01%	1188
2016 Q3	$243K	Buy	6,473 +541	+9%	+$20.9K	0.01%	969
2016 Q2	$236K	Buy	5,932 +1,291	+28%	+$47K	0.01%	942
2016 Q1	$157K	Buy	4,641 +82	+2%	+$2.35K	0.01%	1103
2015 Q4	$123K	Buy	4,559 +1,702	+60%	+$49.9K	0.01%	1183
2015 Q3	$89K	Sell	2,857 -1,747	-38%	-$52.1K	0.01%	976
2015 Q2	$143K	Sell	4,604 -22,876	-83%	-$801K	0.01%	840
2015 Q1	$1M	Buy	27,480 +25,461	+1,261%	+$983K	0.07%	302
2014 Q4	$78K	Sell	2,019 -1,020	-34%	-$37.1K	0.01%	895
2014 Q3	$99K	Buy	3,039 +971	+47%	+$31.5K	0.01%	835
2014 Q2	$68K	Hold	2,068	–	–	0.01%	962
2014 Q1	$53K	Hold	2,068	–	–	0.01%	1003
2013 Q4	$58K	Buy	2,068 +401	+24%	+$10.3K	0.01%	936
2013 Q3	$42K	Buy	1,667 +1,352	+429%	+$34.3K	0.01%	930
2013 Q2	$8K	Buy	+315	New	+$10.2K	﹤0.01%	1640

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

EIP

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

Schooner Capital Vero Beach, Florida $23.2M AUM 17.29% 1-Year Est. Return

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

MSI Financial Services's IRM Position: Q4 2016 in Review

MSI Financial Services reduced its Iron Mountain (IRM) stake by 20% in Q4 2016, selling an estimated $44.1K and leaving 5,147 shares worth $167K. The position accounts for 0.01% of the portfolio, ranked #1188.

MSI Financial Services first reported a position in IRM in Q2 2013 and has held it in 15 quarters since. The position peaked at $1M in Q1 2015. 375 funds tracked by Wall St. Rank hold IRM as of Q4 2016.

MSI Financial Services held 5,147 shares of Iron Mountain worth $167K as of Q4 2016.
MSI Financial Services sold 1,326 Iron Mountain shares in Q4 2016, an estimated $44.1K.
Iron Mountain made up 0.01% of MSI Financial Services's portfolio in Q4 2016, its #1188 holding.
MSI Financial Services first reported a position in Iron Mountain in Q2 2013 and has held it in 15 quarters since.
MSI Financial Services's Iron Mountain position peaked at $1M in Q1 2015.
375 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.