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Rockefeller Financial Services’s Iron Mountain IRM Stock Holding History

Rockefeller Financial Services’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
Q4 		$20.8M Buy
551,480
+77,069
+16% +$3.06M 0.33% 75
2017
Q3 		$18.5M Buy
474,411
+1,006
+0.2% +$37.6K 0.35% 68
2017
Q2 		$16.3M Buy
473,405
+19,359
+4% +$677K 0.32% 73
2017
Q1 		$16.2M Buy
454,046
+98
+0% +$3.47K 0.32% 69
2016
Q4 		$14.7M Buy
453,948
+31
+0% +$1.03K 0.3% 74
2016
Q3 		$17M Hold
453,917
– – 0.36% 61
2016
Q2 		$18.1M Sell
453,917
-4,694
-1% -$171K 0.36% 53
2016
Q1 		$15.6M Sell
458,611
-7,458
-2% -$214K 0.3% 59
2015
Q4 		$12.6M Sell
466,069
-5,585
-1% -$164K 0.24% 82
2015
Q3 		$14.6M Buy
471,654
+4,050
+0.9% +$121K 0.3% 73
2015
Q2 		$14.5M Sell
467,604
-7,401
-2% -$259K 0.3% 71
2015
Q1 		$17.3M Buy
+475,005
New +$18.3M 0.37% 59
2014
Q3 		– Sell
-473,491
Closed -$15.5M – 538
2014
Q2 		$15.5M Buy
473,491
+3,530
+0.8% +$95.8K 0.35% 66
2014
Q1 		$12M Buy
469,961
+9,727
+2% +$249K 0.26% 91
2013
Q4 		$12.9M Buy
460,234
+313
+0.1% +$8.02K 0.28% 94
2013
Q3 		$11.5M Buy
459,921
+11,954
+3% +$304K 0.27% 92
2013
Q2 		$11M Buy
+447,967
New +$14.5M 0.26% 87

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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Rockefeller Financial Services's IRM Position: Q4 2017 in Review

Rockefeller Financial Services increased its Iron Mountain (IRM) stake by 16% in Q4 2017, buying an estimated $3.06M and bringing the position to 551,480 shares worth $20.8M. The position accounts for 0.33% of the portfolio, ranked #75.

Rockefeller Financial Services first reported a position in IRM in Q2 2013 and has held it in 17 quarters since. 476 funds tracked by Wall St. Rank hold IRM as of Q4 2017.

  • Rockefeller Financial Services held 551,480 shares of Iron Mountain worth $20.8M as of Q4 2017.
  • Rockefeller Financial Services bought 77,069 Iron Mountain shares in Q4 2017, an estimated $3.06M.
  • Iron Mountain made up 0.33% of Rockefeller Financial Services's portfolio in Q4 2017, its #75 holding.
  • Rockefeller Financial Services first reported a position in Iron Mountain in Q2 2013 and has held it in 17 quarters since.
  • 476 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.