Rehmann Capital Advisory Group’s Iron Mountain IRM Stock Holding History

Rehmann Capital Advisory Group’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	$66.7K	Sell	2,060 -17	-0.8%	-$534	0.01%	547
2019 Q2	$65K	Buy	2,077 +76	+4%	+$2.49K	0.01%	743
2019 Q1	$71K	Sell	2,001 -119	-6%	-$4.2K	0.01%	699
2018 Q4	$68.7K	Sell	2,120 -2,750	-56%	-$90.2K	0.01%	499
2018 Q3	$168K	Buy	4,870 +110	+2%	+$3.92K	0.02%	443
2018 Q2	$167K	Hold	4,760	–	–	0.02%	422
2018 Q1	$156K	Buy	+4,760	New	+$160K	0.02%	437
2017 Q4	–	Sell	-5,478	Closed	-$213K	–	396
2017 Q3	$213K	Buy	+5,478	New	+$205K	0.04%	350

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

Rehmann Capital Advisory Group's IRM Position: Q3 2019 in Review

Rehmann Capital Advisory Group reduced its Iron Mountain (IRM) stake by 0.82% in Q3 2019, selling an estimated $534 and leaving 2,060 shares worth $66.7K. The position accounts for 0.01% of the portfolio, ranked #547.

Rehmann Capital Advisory Group first reported a position in IRM in Q3 2017 and has held it in 8 quarters since. The position peaked at $213K in Q3 2017. 518 funds tracked by Wall St. Rank hold IRM as of Q3 2019.

Rehmann Capital Advisory Group held 2,060 shares of Iron Mountain worth $66.7K as of Q3 2019.
Rehmann Capital Advisory Group sold 17 Iron Mountain shares in Q3 2019, an estimated $534.
Iron Mountain made up 0.01% of Rehmann Capital Advisory Group's portfolio in Q3 2019, its #547 holding.
Rehmann Capital Advisory Group first reported a position in Iron Mountain in Q3 2017 and has held it in 8 quarters since.
Rehmann Capital Advisory Group's Iron Mountain position peaked at $213K in Q3 2017.
518 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.