Placemark Investments’s Iron Mountain IRM Stock Holding History

Placemark Investments’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
2014 Q4	$1.5M	Sell	38,849 -7,218	-16%	-$263K	0.03%	675
2014 Q3	$1.5M	Buy	46,067 +10,660	+30%	+$346K	0.03%	685
2014 Q2	$1.16M	Buy	35,407 +8,468	+31%	+$230K	0.02%	808
2014 Q1	$686K	Buy	26,939 +3,319	+14%	+$84.9K	0.01%	979
2013 Q4	$663K	Buy	23,620 +9,711	+70%	+$249K	0.01%	1023
2013 Q3	$347K	Sell	13,909 -1,402	-9%	-$35.6K	0.01%	1267
2013 Q2	$377K	Buy	+15,311	New	+$494K	0.01%	1165

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

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

Schooner Capital Vero Beach, Florida $23.2M AUM 17.29% 1-Year Est. Return

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Placemark Investments's IRM Position: Q4 2014 in Review

Placemark Investments reduced its Iron Mountain (IRM) stake by 16% in Q4 2014, selling an estimated $263K and leaving 38,849 shares worth $1.5M. The position accounts for 0.03% of the portfolio, ranked #675.

Placemark Investments first reported a position in IRM in Q2 2013 and has held it in 7 quarters since. The position peaked at $1.5M in Q3 2014. 339 funds tracked by Wall St. Rank hold IRM as of Q4 2014.

Placemark Investments held 38,849 shares of Iron Mountain worth $1.5M as of Q4 2014.
Placemark Investments sold 7,218 Iron Mountain shares in Q4 2014, an estimated $263K.
Iron Mountain made up 0.03% of Placemark Investments's portfolio in Q4 2014, its #675 holding.
Placemark Investments first reported a position in Iron Mountain in Q2 2013 and has held it in 7 quarters since.
Placemark Investments's Iron Mountain position peaked at $1.5M in Q3 2014.
339 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.