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Patten & Patten’s Iron Mountain IRM Stock Holding History

Patten & Patten’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 		– Sell
-21,134
Closed -$655K – 217
2015
Q2 		$655K Buy
21,134
+3,700
+21% +$130K 0.1% 136
2015
Q1 		$636K Buy
17,434
+282
+2% +$10.9K 0.09% 142
2014
Q4 		$663K Buy
17,152
+1,077
+7% +$39.2K 0.1% 137
2014
Q3 		$525K Sell
16,075
-9,920
-38% -$322K 0.08% 148
2014
Q2 		$852K Sell
25,995
-3,814
-13% -$103K 0.14% 116
2014
Q1 		$760K Buy
29,809
+270
+0.9% +$6.91K 0.1% 160
2013
Q4 		$829K Buy
29,539
+2,435
+9% +$62.4K 0.12% 148
2013
Q3 		$677K Buy
27,104
+13,092
+93% +$333K 0.11% 152
2013
Q2 		$345K Buy
+14,012
New +$452K 0.06% 179

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 $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 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 $3.38T AUM 44.17% 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

Patten & Patten's IRM Position: Q3 2015 in Review

Patten & Patten sold out of Iron Mountain (IRM) in Q3 2015, closing a stake of 21,134 shares — an estimated $655K sold.

Patten & Patten first reported a position in IRM in Q2 2013 and held it in 9 quarters. The position peaked at $852K in Q2 2014. 322 funds tracked by Wall St. Rank hold IRM as of Q3 2015.

  • Patten & Patten reported no remaining Iron Mountain position as of Q3 2015 after selling out during the quarter.
  • Patten & Patten sold 21,134 Iron Mountain shares in Q3 2015, an estimated $655K.
  • Patten & Patten first reported a position in Iron Mountain in Q2 2013 and held it in 9 quarters.
  • Patten & Patten's Iron Mountain position peaked at $852K in Q2 2014.
  • 322 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2015.

Based on Patten & Patten's 13F filing for Q3 2015, filed 22 Oct 2015.