Nuveen Fund Advisors’s Iron Mountain IRM Stock Holding History

Nuveen 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
2018 Q2	–	Sell	-11,902	Closed	-$391K	–	201
2018 Q1	$391K	Sell	11,902 -26,941	-69%	-$908K	0.18%	171
2017 Q4	$1.47M	Sell	38,843 -32,744	-46%	-$1.3M	0.42%	61
2017 Q3	$2.79M	Sell	71,587 -29,102	-29%	-$1.09M	0.57%	47
2017 Q2	$3.46M	Sell	100,689 -13,190	-12%	-$461K	0.55%	50
2017 Q1	$4.06M	Buy	113,879 +18,027	+19%	+$638K	0.54%	51
2016 Q4	$3.11M	Buy	95,852 +33,199	+53%	+$1.1M	0.45%	62
2016 Q3	$2.35M	Buy	62,653 +36,616	+141%	+$1.41M	0.33%	104
2016 Q2	$1.04M	Buy	+26,037	New	+$948K	0.16%	174

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Nuveen Fund Advisors's IRM Position: Q2 2018 in Review

Nuveen Fund Advisors sold out of Iron Mountain (IRM) in Q2 2018, closing a stake of 11,902 shares — an estimated $391K sold.

Nuveen Fund Advisors first reported a position in IRM in Q2 2016 and held it in 8 quarters. The position peaked at $4.06M in Q1 2017. 484 funds tracked by Wall St. Rank hold IRM as of Q2 2018.

Nuveen Fund Advisors reported no remaining Iron Mountain position as of Q2 2018 after selling out during the quarter.
Nuveen Fund Advisors sold 11,902 Iron Mountain shares in Q2 2018, an estimated $391K.
Nuveen Fund Advisors first reported a position in Iron Mountain in Q2 2016 and held it in 8 quarters.
Nuveen Fund Advisors's Iron Mountain position peaked at $4.06M in Q1 2017.
484 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2018.

Based on Nuveen Fund Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.