Old Mutual Customised Solutions’s Iron Mountain IRM Stock Holding History

Old Mutual Customised Solutions’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	$605K	Hold	17,285	–	–	0.06%	355
2018 Q1	$568K	Hold	17,285	–	–	0.06%	363
2017 Q4	$652K	Buy	17,285 +5,000	+41%	+$198K	0.07%	342
2017 Q3	$478K	Buy	12,285 +2,400	+24%	+$89.7K	0.06%	339
2017 Q2	$340K	Hold	9,885	–	–	0.05%	408
2017 Q1	$353K	Hold	9,885	–	–	0.05%	390
2016 Q4	$321K	Buy	9,885 +3,700	+60%	+$123K	0.06%	385
2016 Q3	$232K	Sell	6,185 -1,500	-20%	-$57.9K	0.07%	345
2016 Q2	$306K	Buy	7,685 +1,800	+31%	+$65.5K	0.08%	309
2016 Q1	$200K	Hold	5,885	–	–	0.05%	422
2015 Q4	$159K	Hold	5,885	–	–	0.04%	461
2015 Q3	$183K	Hold	5,885	–	–	0.05%	431
2015 Q2	$182K	Buy	5,885 +1,300	+28%	+$45.5K	0.04%	483
2015 Q1	$167K	Buy	4,585 +1,900	+71%	+$73.4K	0.04%	494
2014 Q4	$104K	Buy	2,685 +181	+7%	+$6.58K	0.03%	586
2014 Q3	$82K	Sell	2,504 -205	-8%	-$6.65K	0.02%	604
2014 Q2	$89K	Sell	2,709 -1,191	-31%	-$32.3K	0.02%	622
2014 Q1	$99K	Hold	3,900	–	–	0.02%	599
2013 Q4	$109K	Hold	3,900	–	–	0.03%	577
2013 Q3	$97K	Hold	3,900	–	–	0.03%	602
2013 Q2	$96K	Buy	+3,900	New	+$126K	0.03%	621

Other funds holding IRM

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Old Mutual Customised Solutions's IRM Position: Q2 2018 in Review

Old Mutual Customised Solutions held its Iron Mountain (IRM) position steady in Q2 2018 at 17,285 shares worth $605K. The position accounts for 0.06% of the portfolio, ranked #355.

Old Mutual Customised Solutions first reported a position in IRM in Q2 2013 and has held it in 21 quarters since. The position peaked at $652K in Q4 2017. 484 funds tracked by Wall St. Rank hold IRM as of Q2 2018.

Old Mutual Customised Solutions held 17,285 shares of Iron Mountain worth $605K as of Q2 2018.
Old Mutual Customised Solutions left its Iron Mountain share count unchanged in Q2 2018.
Iron Mountain made up 0.06% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #355 holding.
Old Mutual Customised Solutions first reported a position in Iron Mountain in Q2 2013 and has held it in 21 quarters since.
Old Mutual Customised Solutions's Iron Mountain position peaked at $652K in Q4 2017.
484 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.