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Punch & Associates Investment Management’s Iron Mountain IRM Stock Holding History

Punch & Associates Investment Management’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
2016
Q1 		– Sell
-534
Closed -$14.4K – 192
2015
Q4 		$14.4K Buy
+534
New +$15.7K ﹤0.01% 217

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Parnassus Investments
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State Street
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EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
SC
Schooner Capital Vero Beach, Florida $23.2M AUM 17.29% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Punch & Associates Investment Management's IRM Position: Q1 2016 in Review

Punch & Associates Investment Management sold out of Iron Mountain (IRM) in Q1 2016, closing a stake of 534 shares — an estimated $14.4K sold.

Punch & Associates Investment Management first reported a position in IRM in Q4 2015 and held it in 1 quarter. The position peaked at $14.4K in Q4 2015. 350 funds tracked by Wall St. Rank hold IRM as of Q1 2016.

  • Punch & Associates Investment Management reported no remaining Iron Mountain position as of Q1 2016 after selling out during the quarter.
  • Punch & Associates Investment Management sold 534 Iron Mountain shares in Q1 2016, an estimated $14.4K.
  • Punch & Associates Investment Management first reported a position in Iron Mountain in Q4 2015 and held it in 1 quarter.
  • Punch & Associates Investment Management's Iron Mountain position peaked at $14.4K in Q4 2015.
  • 350 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2016.

Based on Punch & Associates Investment Management's 13F filing for Q1 2016, filed 25 Apr 2016.