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Nationwide Fund Advisors’s Iron Mountain IRM Stock Holding History

Nationwide Fund Advisors’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
Q4 		– Sell
-115,794
Closed -$4.5M – 1027
2017
Q3 		$4.5M Buy
115,794
+47,210
+69% +$1.76M 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% -$25.6K 0.01% 1362
2016
Q3 		$2.6M Buy
69,354
+1,579
+2% +$60.9K 0.01% 1269
2016
Q2 		$2.7M Buy
67,775
+11,986
+21% +$436K 0.01% 1222
2016
Q1 		$1.89M Sell
55,789
-1,832
-3% -$52.6K 0.01% 1374
2015
Q4 		$1.56M Buy
57,621
+1,517
+3% +$44.5K 0.01% 1481
2015
Q3 		$1.74M Sell
56,104
-370,181
-87% -$11M 0.01% 1446
2015
Q2 		$13.2M Buy
426,285
+31,266
+8% +$1.09M 0.05% 440
2015
Q1 		$14.4M Sell
395,019
-181,076
-31% -$6.99M 0.06% 425
2014
Q4 		$22.3M Buy
576,095
+216,768
+60% +$7.88M 0.1% 253
2014
Q3 		$11.7M Sell
359,327
-301,323
-46% -$9.77M 0.05% 487
2014
Q2 		$21.6M Buy
660,650
+27,755
+4% +$753K 0.09% 271
2014
Q1 		$16.1M Buy
632,895
+101,500
+19% +$2.6M 0.07% 334
2013
Q4 		$14.9M Sell
531,395
-114,417
-18% -$2.93M 0.06% 386
2013
Q3 		$16.1M Sell
645,812
-36,256
-5% -$921K 0.07% 334
2013
Q2 		$16.8M Buy
+682,068
New +$22M 0.09% 263

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

Nationwide Fund Advisors's IRM Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of Iron Mountain (IRM) in Q4 2017, closing a stake of 115,794 shares — an estimated $4.5M sold.

Nationwide Fund Advisors first reported a position in IRM in Q2 2013 and held it in 18 quarters. The position peaked at $22.3M in Q4 2014. 476 funds tracked by Wall St. Rank hold IRM as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining Iron Mountain position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 115,794 Iron Mountain shares in Q4 2017, an estimated $4.5M.
  • Nationwide Fund Advisors first reported a position in Iron Mountain in Q2 2013 and held it in 18 quarters.
  • Nationwide Fund Advisors's Iron Mountain position peaked at $22.3M in Q4 2014.
  • 476 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.