Russell Frank Company’s Iron Mountain IRM Stock Holding History

Russell Frank Company’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	$2.39M	Sell	70,592 -8,637	-11%	-$248K	﹤0.01%	1762
2015 Q4	$2.19M	Sell	79,229 -7,484	-9%	-$220K	﹤0.01%	1789
2015 Q3	$2.69M	Buy	86,713 +17,222	+25%	+$514K	0.01%	1663
2015 Q2	$2.15M	Buy	69,491 +28,660	+70%	+$1M	﹤0.01%	1924
2015 Q1	$1.49M	Buy	40,831 +33,073	+426%	+$1.28M	﹤0.01%	1945
2014 Q4	$287K	Buy	7,758 +208	+3%	+$7.57K	﹤0.01%	2531
2014 Q3	$247K	Sell	7,550 -11,043	-59%	-$358K	﹤0.01%	2500
2014 Q2	$576K	Sell	18,593 -2,543	-12%	-$69K	﹤0.01%	2285
2014 Q1	$538K	Buy	21,136 +1,085	+5%	+$27.8K	﹤0.01%	2349
2013 Q4	$490K	Sell	20,051 -8,678	-30%	-$222K	﹤0.01%	2358
2013 Q3	$718K	Sell	28,729 -1,740	-6%	-$44.2K	﹤0.01%	2345
2013 Q2	$749K	Buy	+30,469	New	+$983K	﹤0.01%	2182

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

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

Russell Frank Company's IRM Position: Q1 2016 in Review

Russell Frank Company reduced its Iron Mountain (IRM) stake by 11% in Q1 2016, selling an estimated $248K and leaving 70,592 shares worth $2.39M. The position accounts for ﹤0.01% of the portfolio, ranked #1762.

Russell Frank Company first reported a position in IRM in Q2 2013 and has held it in 12 quarters since. The position peaked at $2.69M in Q3 2015. 350 funds tracked by Wall St. Rank hold IRM as of Q1 2016.

Russell Frank Company held 70,592 shares of Iron Mountain worth $2.39M as of Q1 2016.
Russell Frank Company sold 8,637 Iron Mountain shares in Q1 2016, an estimated $248K.
Iron Mountain made up ﹤0.01% of Russell Frank Company's portfolio in Q1 2016, its #1762 holding.
Russell Frank Company first reported a position in Iron Mountain in Q2 2013 and has held it in 12 quarters since.
Russell Frank Company's Iron Mountain position peaked at $2.69M in Q3 2015.
350 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2016.

Based on Russell Frank Company's 13F filing for Q1 2016, filed 29 Apr 2016.