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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Parnassus Investments

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return