RW
IRM icon

Rand Wealth’s Iron Mountain IRM Stock Holding History

Rand Wealth’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
Q1 		– Sell
-7,497
Closed -$244K – 214
2016
Q4 		$244K Sell
7,497
-1,166
-13% -$38.8K 0.03% 199
2016
Q3 		$325K Hold
8,663
– – 0.04% 189
2016
Q2 		$345K Sell
8,663
-83
-0.9% -$3.02K 0.05% 187
2016
Q1 		$297K Hold
8,746
– – 0.04% 190
2015
Q4 		$236K Sell
8,746
-5,986
-41% -$176K 0.03% 200
2015
Q3 		$457K Sell
14,732
-1,166
-7% -$34.8K 0.07% 170
2015
Q2 		$493K Sell
15,898
-232
-1% -$8.13K 0.07% 165
2015
Q1 		$588K Hold
16,130
– – 0.08% 158
2014
Q4 		$659K Buy
16,130
+895
+6% +$32.6K 0.09% 154
2014
Q3 		$497K Sell
15,235
-1,249
-8% -$40.5K 0.07% 149
2014
Q2 		$540K Hold
16,484
– – 0.08% 143
2014
Q1 		$420K Sell
16,484
-2,356
-13% -$60.3K 0.07% 151
2013
Q4 		$528K Hold
18,840
– – 0.09% 142
2013
Q3 		$470K Buy
18,840
+9,045
+92% +$230K 0.09% 145
2013
Q2 		$241K Buy
+9,795
New +$316K 0.05% 170

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rand Wealth's IRM Position: Q1 2017 in Review

Rand Wealth sold out of Iron Mountain (IRM) in Q1 2017, closing a stake of 7,497 shares — an estimated $244K sold.

Rand Wealth first reported a position in IRM in Q2 2013 and held it in 15 quarters. The position peaked at $659K in Q4 2014. 380 funds tracked by Wall St. Rank hold IRM as of Q1 2017.

  • Rand Wealth reported no remaining Iron Mountain position as of Q1 2017 after selling out during the quarter.
  • Rand Wealth sold 7,497 Iron Mountain shares in Q1 2017, an estimated $244K.
  • Rand Wealth first reported a position in Iron Mountain in Q2 2013 and held it in 15 quarters.
  • Rand Wealth's Iron Mountain position peaked at $659K in Q4 2014.
  • 380 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2017.

Based on Rand Wealth's 13F filing for Q1 2017, filed 26 Apr 2017.