OFI Advisors’s Iron Mountain IRM Stock Holding History

OFI 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
2015 Q3	$859K	Sell	27,691 -942	-3%	-$28.1K	0.06%	428
2015 Q2	$888K	Buy	28,633 +8,462	+42%	+$296K	0.05%	453
2015 Q1	$736K	Buy	20,171 +922	+5%	+$35.6K	0.04%	529
2014 Q4	$744K	Buy	19,249 +10,606	+123%	+$386K	0.05%	478
2014 Q3	$282K	Buy	8,643 +309	+4%	+$10K	0.02%	965
2014 Q2	$273K	Sell	8,334 -26	-0.3%	-$705	0.02%	993
2014 Q1	$213K	Buy	8,360 +1,053	+14%	+$26.9K	0.02%	1076
2013 Q4	$205K	Buy	7,307 +237	+3%	+$6.07K	0.02%	1074
2013 Q3	$177K	Buy	7,070 +188	+3%	+$4.78K	0.02%	1047
2013 Q2	$169K	Buy	+6,882	New	+$222K	0.02%	975

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

EIP

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

Schooner Capital Vero Beach, Florida $23.2M AUM 17.29% 1-Year Est. Return

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

OFI Advisors's IRM Position: Q3 2015 in Review

OFI Advisors reduced its Iron Mountain (IRM) stake by 3.3% in Q3 2015, selling an estimated $28.1K and leaving 27,691 shares worth $859K. The position accounts for 0.06% of the portfolio, ranked #428.

OFI Advisors first reported a position in IRM in Q2 2013 and has held it in 10 quarters since. The position peaked at $888K in Q2 2015. 322 funds tracked by Wall St. Rank hold IRM as of Q3 2015.

OFI Advisors held 27,691 shares of Iron Mountain worth $859K as of Q3 2015.
OFI Advisors sold 942 Iron Mountain shares in Q3 2015, an estimated $28.1K.
Iron Mountain made up 0.06% of OFI Advisors's portfolio in Q3 2015, its #428 holding.
OFI Advisors first reported a position in Iron Mountain in Q2 2013 and has held it in 10 quarters since.
OFI Advisors's Iron Mountain position peaked at $888K in Q2 2015.
322 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2015.

Based on OFI Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.