Ropes Wealth Advisors’s Iron Mountain IRM Stock Holding History

Ropes Wealth Advisors’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
2018 Q4	–	Sell	-110	Closed	-$4K	–	519
2018 Q3	$4K	Hold	110	–	–	﹤0.01%	500
2018 Q2	$4K	Hold	110	–	–	﹤0.01%	510
2018 Q1	$4K	Hold	110	–	–	﹤0.01%	501
2017 Q4	$4K	Sell	110 -127	-54%	-$5.04K	﹤0.01%	644
2017 Q3	$9K	Hold	237	–	–	﹤0.01%	525
2017 Q2	$8K	Buy	237 +221	+1,381%	+$7.73K	﹤0.01%	464
2017 Q1	$1K	Buy	+16	New	+$567	﹤0.01%	504
2016 Q2	–	Sell	-50	Closed	-$2K	–	500
2016 Q1	$2K	Buy	+50	New	+$1.44K	﹤0.01%	384

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EIP

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

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

Ropes Wealth Advisors's IRM Position: Q4 2018 in Review

Ropes Wealth Advisors sold out of Iron Mountain (IRM) in Q4 2018, closing a stake of 110 shares — an estimated $4K sold.

Ropes Wealth Advisors first reported a position in IRM in Q1 2016 and held it in 8 quarters. The position peaked at $9K in Q3 2017. 485 funds tracked by Wall St. Rank hold IRM as of Q4 2018.

Ropes Wealth Advisors reported no remaining Iron Mountain position as of Q4 2018 after selling out during the quarter.
Ropes Wealth Advisors sold 110 Iron Mountain shares in Q4 2018, an estimated $4K.
Ropes Wealth Advisors first reported a position in Iron Mountain in Q1 2016 and held it in 8 quarters.
Ropes Wealth Advisors's Iron Mountain position peaked at $9K in Q3 2017.
485 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2018.

Based on Ropes Wealth Advisors's 13F filing for Q4 2018, filed 8 Feb 2019.