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New York Life Trust’s Iron Mountain IRM Stock Holding History

New York Life Trust’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
Q3 		– Sell
-1,052
Closed -$42K – 248
2016
Q2 		$42K Buy
1,052
+419
+66% +$15.3K 0.2% 150
2016
Q1 		$21K Buy
+633
New +$18.2K 0.09% 193
2015
Q1 		– Sell
-231
Closed -$9K – 224
2014
Q4 		$9K Buy
+231
New +$8.4K 0.04% 183

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 $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
State Street
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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
SC
Schooner Capital Vero Beach, Florida $23.2M AUM 17.29% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

New York Life Trust's IRM Position: Q3 2016 in Review

New York Life Trust sold out of Iron Mountain (IRM) in Q3 2016, closing a stake of 1,052 shares — an estimated $42K sold.

New York Life Trust first reported a position in IRM in Q4 2014 and held it in 3 quarters. The position peaked at $42K in Q2 2016. 381 funds tracked by Wall St. Rank hold IRM as of Q3 2016.

  • New York Life Trust reported no remaining Iron Mountain position as of Q3 2016 after selling out during the quarter.
  • New York Life Trust sold 1,052 Iron Mountain shares in Q3 2016, an estimated $42K.
  • New York Life Trust first reported a position in Iron Mountain in Q4 2014 and held it in 3 quarters.
  • New York Life Trust's Iron Mountain position peaked at $42K in Q2 2016.
  • 381 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2016.

Based on New York Life Trust's 13F filing for Q3 2016, filed 8 Nov 2016.