Phocas Financial Corp’s Iron Mountain IRM Stock Holding History

Phocas Financial Corp’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
2019 Q3	–	Sell	-673	Closed	-$21K	–	235
2019 Q2	$21K	Buy	+673	New	+$22.1K	﹤0.01%	316
2018 Q2	–	Sell	-8,374	Closed	-$275K	–	223
2018 Q1	$275K	Sell	8,374 -64	-0.8%	-$2.16K	0.02%	205
2017 Q4	$318K	Buy	+8,438	New	+$335K	0.03%	190

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EIP

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

Phocas Financial Corp's IRM Position: Q3 2019 in Review

Phocas Financial Corp sold out of Iron Mountain (IRM) in Q3 2019, closing a stake of 673 shares — an estimated $21K sold.

Phocas Financial Corp first reported a position in IRM in Q4 2017 and held it in 3 quarters. The position peaked at $318K in Q4 2017. 519 funds tracked by Wall St. Rank hold IRM as of Q3 2019.

Phocas Financial Corp reported no remaining Iron Mountain position as of Q3 2019 after selling out during the quarter.
Phocas Financial Corp sold 673 Iron Mountain shares in Q3 2019, an estimated $21K.
Phocas Financial Corp first reported a position in Iron Mountain in Q4 2017 and held it in 3 quarters.
Phocas Financial Corp's Iron Mountain position peaked at $318K in Q4 2017.
519 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2019.

Based on Phocas Financial Corp's 13F filing for Q3 2019, filed 15 Nov 2019.