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Partnervest Advisory Services’s Iron Mountain IRM Stock Holding History

Partnervest Advisory Services’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
2013
Q4 		– Sell
-3,090
Closed -$77K – 1032
2013
Q3 		$77K Hold
3,090
– – 0.04% 220
2013
Q2 		$76K Buy
+3,090
New +$99.7K 0.03% 192

Other funds holding IRM

Capital World Investors
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
SC
Schooner Capital Vero Beach, Florida $23.2M AUM 17.29% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Partnervest Advisory Services's IRM Position: Q4 2013 in Review

Partnervest Advisory Services sold out of Iron Mountain (IRM) in Q4 2013, closing a stake of 3,090 shares — an estimated $77K sold.

Partnervest Advisory Services first reported a position in IRM in Q2 2013 and held it in 2 quarters. The position peaked at $77K in Q3 2013. 337 funds tracked by Wall St. Rank hold IRM as of Q4 2013.

  • Partnervest Advisory Services reported no remaining Iron Mountain position as of Q4 2013 after selling out during the quarter.
  • Partnervest Advisory Services sold 3,090 Iron Mountain shares in Q4 2013, an estimated $77K.
  • Partnervest Advisory Services first reported a position in Iron Mountain in Q2 2013 and held it in 2 quarters.
  • Partnervest Advisory Services's Iron Mountain position peaked at $77K in Q3 2013.
  • 337 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2013.

Based on Partnervest Advisory Services's 13F filing for Q4 2013, filed 11 Feb 2014.