Saturna Capital’s Iron Mountain IRM Stock Holding History

Saturna Capital’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	–	Sell	-546	Closed	-$15K	–	239
2015 Q4	$15K	Hold	546	–	–	﹤0.01%	297
2015 Q3	$17K	Hold	546	–	–	﹤0.01%	318
2015 Q2	$17K	Hold	546	–	–	﹤0.01%	317
2015 Q1	$20K	Hold	546	–	–	﹤0.01%	314
2014 Q4	$21K	Buy	546 +50	+10%	+$1.82K	﹤0.01%	319
2014 Q3	$16K	Sell	496 -41	-8%	-$1.33K	﹤0.01%	366
2014 Q2	$18K	Hold	537	–	–	﹤0.01%	362
2014 Q1	$14K	Hold	537	–	–	﹤0.01%	334
2013 Q4	$15K	Hold	537	–	–	﹤0.01%	327
2013 Q3	$13K	Hold	537	–	–	﹤0.01%	341
2013 Q2	$13K	Buy	+537	New	+$17.3K	﹤0.01%	347

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

Saturna Capital's IRM Position: Q1 2016 in Review

Saturna Capital sold out of Iron Mountain (IRM) in Q1 2016, closing a stake of 546 shares — an estimated $15K sold.

Saturna Capital first reported a position in IRM in Q2 2013 and held it in 11 quarters. The position peaked at $21K in Q4 2014. 350 funds tracked by Wall St. Rank hold IRM as of Q1 2016.

Saturna Capital reported no remaining Iron Mountain position as of Q1 2016 after selling out during the quarter.
Saturna Capital sold 546 Iron Mountain shares in Q1 2016, an estimated $15K.
Saturna Capital first reported a position in Iron Mountain in Q2 2013 and held it in 11 quarters.
Saturna Capital's Iron Mountain position peaked at $21K in Q4 2014.
350 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2016.

Based on Saturna Capital's 13F filing for Q1 2016, filed 13 May 2016.