Proficio Capital Partners’s Iron Mountain IRM Stock Holding History

Proficio Capital Partners’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	-67	Closed	-$2K	–	818
2019 Q2	$2K	Sell	67 -23	-26%	-$754	﹤0.01%	1549
2019 Q1	$3K	Buy	90 +23	+34%	+$812	﹤0.01%	1247
2018 Q4	$2K	Buy	67 +13	+24%	+$426	﹤0.01%	1016
2018 Q3	$2K	Sell	54 -31	-36%	-$1.1K	﹤0.01%	1087
2018 Q2	$3K	Hold	85	–	–	﹤0.01%	1079
2018 Q1	$3K	Buy	85 +17	+25%	+$573	﹤0.01%	1080
2017 Q4	$3K	Hold	68	–	–	﹤0.01%	1065
2017 Q3	$3K	Hold	68	–	–	﹤0.01%	1028
2017 Q2	$3K	Hold	68	–	–	﹤0.01%	1043
2017 Q1	$2K	Buy	68 +7	+11%	+$248	﹤0.01%	1140
2016 Q4	$2K	Buy	+61	New	+$2.03K	﹤0.01%	916
2016 Q1	–	Sell	-55	Closed	-$1K	–	1108
2015 Q4	$1K	Buy	+55	New	+$1.61K	﹤0.01%	780

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Proficio Capital Partners's IRM Position: Q3 2019 in Review

Proficio Capital Partners sold out of Iron Mountain (IRM) in Q3 2019, closing a stake of 67 shares — an estimated $2K sold.

Proficio Capital Partners first reported a position in IRM in Q4 2015 and held it in 12 quarters. The position peaked at $3K in Q1 2019. 518 funds tracked by Wall St. Rank hold IRM as of Q3 2019.

Proficio Capital Partners reported no remaining Iron Mountain position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 67 Iron Mountain shares in Q3 2019, an estimated $2K.
Proficio Capital Partners first reported a position in Iron Mountain in Q4 2015 and held it in 12 quarters.
Proficio Capital Partners's Iron Mountain position peaked at $3K in Q1 2019.
518 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.