Nationwide Fund Advisors’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-115,794
| Closed | -$4.5M | – | 1027 |
|
|
2017
Q3 | $4.5M | Buy |
115,794
+47,210
| +69% | +$1.84M | 0.02% | 1068 |
|
|
2017
Q2 | $2.36M | Hold |
68,584
| – | – | 0.01% | 1355 |
|
|
2017
Q1 | $2.45M | Hold |
68,584
| – | – | 0.01% | 1311 |
|
|
2016
Q4 | $2.23M | Sell |
68,584
-770
| -1% | -$25K | 0.01% | 1362 |
|
|
2016
Q3 | $2.6M | Buy |
69,354
+1,579
| +2% | +$59.3K | 0.01% | 1269 |
|
|
2016
Q2 | $2.7M | Buy |
67,775
+11,986
| +21% | +$477K | 0.01% | 1222 |
|
|
2016
Q1 | $1.89M | Sell |
55,789
-1,832
| -3% | -$62.1K | 0.01% | 1374 |
|
|
2015
Q4 | $1.56M | Buy |
57,621
+1,517
| +3% | +$41K | 0.01% | 1481 |
|
|
2015
Q3 | $1.74M | Sell |
56,104
-370,181
| -87% | -$11.5M | 0.01% | 1446 |
|
|
2015
Q2 | $13.2M | Buy |
426,285
+31,266
| +8% | +$969K | 0.05% | 440 |
|
|
2015
Q1 | $14.4M | Sell |
395,019
-181,076
| -31% | -$6.61M | 0.06% | 425 |
|
|
2014
Q4 | $22.3M | Buy |
576,095
+216,768
| +60% | +$8.38M | 0.1% | 253 |
|
|
2014
Q3 | $11.7M | Sell |
359,327
-301,323
| -46% | -$9.84M | 0.05% | 487 |
|
|
2014
Q2 | $21.6M | Buy |
660,650
+27,755
| +4% | +$909K | 0.09% | 271 |
|
|
2014
Q1 | $16.1M | Buy |
632,895
+101,500
| +19% | +$2.59M | 0.07% | 334 |
|
|
2013
Q4 | $14.9M | Sell |
531,395
-114,417
| -18% | -$3.21M | 0.06% | 386 |
|
|
2013
Q3 | $16.1M | Sell |
645,812
-36,256
| -5% | -$905K | 0.07% | 334 |
|
|
2013
Q2 | $16.8M | Buy |
+682,068
| New | +$16.8M | 0.09% | 263 |
|