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New England Securities’s Iron Mountain IRM Stock Holding History

New England Securities’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
2014
Q4 		$45K Buy
1,161
+896
+338% +$32.6K 0.02% 622
2014
Q3 		$9K Buy
265
+86
+48% +$2.79K ﹤0.01% 1124
2014
Q2 		$6K Hold
179
– – ﹤0.01% 1254
2014
Q1 		$5K Hold
179
– – ﹤0.01% 1258
2013
Q4 		$5K Buy
+179
New +$4.58K ﹤0.01% 1209

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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
SC
Schooner Capital Vero Beach, Florida $23.2M AUM 17.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

New England Securities's IRM Position: Q4 2014 in Review

New England Securities increased its Iron Mountain (IRM) stake by 338% in Q4 2014, buying an estimated $32.6K and bringing the position to 1,161 shares worth $45K. The position accounts for 0.02% of the portfolio, ranked #622.

New England Securities first reported a position in IRM in Q4 2013 and has held it in 5 quarters since. 339 funds tracked by Wall St. Rank hold IRM as of Q4 2014.

  • New England Securities held 1,161 shares of Iron Mountain worth $45K as of Q4 2014.
  • New England Securities bought 896 Iron Mountain shares in Q4 2014, an estimated $32.6K.
  • Iron Mountain made up 0.02% of New England Securities's portfolio in Q4 2014, its #622 holding.
  • New England Securities first reported a position in Iron Mountain in Q4 2013 and has held it in 5 quarters since.
  • 339 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.