People's United Financial’s Iron Mountain IRM Stock Holding History

People's United Financial’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
2017 Q3	–	Sell	-200	Closed	-$7K	–	719
2017 Q2	$7K	Hold	200	–	–	﹤0.01%	932
2017 Q1	$7K	Buy	+200	New	+$7.08K	﹤0.01%	918
2016 Q1	–	Sell	-8,059	Closed	-$218K	–	881
2015 Q4	$218K	Sell	8,059 -6,549	-45%	-$192K	0.01%	432
2015 Q3	$453K	Sell	14,608 -90,706	-86%	-$2.71M	0.03%	349
2015 Q2	$3.26M	Sell	105,314 -9,693	-8%	-$339K	0.17%	123
2015 Q1	$4.2M	Sell	115,007 -2,603	-2%	-$100K	0.21%	110
2014 Q4	$4.55M	Buy	117,610 +5,335	+5%	+$194K	0.23%	97
2014 Q3	$3.67M	Buy	112,275 +6,078	+6%	+$197K	0.19%	114
2014 Q2	$3.48M	Buy	106,197 +62,349	+142%	+$1.69M	0.19%	116
2014 Q1	$1.12M	Buy	+43,848	New	+$1.12M	0.07%	212

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

People's United Financial's IRM Position: Q3 2017 in Review

People's United Financial sold out of Iron Mountain (IRM) in Q3 2017, closing a stake of 200 shares — an estimated $7K sold.

People's United Financial first reported a position in IRM in Q1 2014 and held it in 10 quarters. The position peaked at $4.55M in Q4 2014. 413 funds tracked by Wall St. Rank hold IRM as of Q3 2017.

People's United Financial reported no remaining Iron Mountain position as of Q3 2017 after selling out during the quarter.
People's United Financial sold 200 Iron Mountain shares in Q3 2017, an estimated $7K.
People's United Financial first reported a position in Iron Mountain in Q1 2014 and held it in 10 quarters.
People's United Financial's Iron Mountain position peaked at $4.55M in Q4 2014.
413 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2017.

Based on People's United Financial's 13F filing for Q3 2017, filed 13 Nov 2017.