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Oakwood Capital Management’s Iron Mountain IRM Stock Holding History

Oakwood Capital Management’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
2015
Q2 		– Sell
-7,090
Closed -$259K – 92
2015
Q1 		$259K Hold
7,090
– – 0.07% 69
2014
Q4 		$274K Buy
+7,090
New +$258K 0.08% 67

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
SC
Schooner Capital Vero Beach, Florida $23.2M AUM 17.29% 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
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Oakwood Capital Management's IRM Position: Q2 2015 in Review

Oakwood Capital Management sold out of Iron Mountain (IRM) in Q2 2015, closing a stake of 7,090 shares — an estimated $259K sold.

Oakwood Capital Management first reported a position in IRM in Q4 2014 and held it in 2 quarters. The position peaked at $274K in Q4 2014. 352 funds tracked by Wall St. Rank hold IRM as of Q2 2015.

  • Oakwood Capital Management reported no remaining Iron Mountain position as of Q2 2015 after selling out during the quarter.
  • Oakwood Capital Management sold 7,090 Iron Mountain shares in Q2 2015, an estimated $259K.
  • Oakwood Capital Management first reported a position in Iron Mountain in Q4 2014 and held it in 2 quarters.
  • Oakwood Capital Management's Iron Mountain position peaked at $274K in Q4 2014.
  • 352 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2015.

Based on Oakwood Capital Management's 13F filing for Q2 2015, filed 13 Jul 2015.