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Stonebridge Capital Management’s Iron Mountain IRM Stock Holding History

Stonebridge Capital Management’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
2014
Q4 		– Sell
-10,750
Closed -$351K – 188
2014
Q3 		$351K Sell
10,750
-882
-8% -$28.6K 0.13% 137
2014
Q2 		$381K Hold
11,632
– – 0.14% 128
2014
Q1 		$296K Buy
11,632
+2,705
+30% +$69.2K 0.12% 147
2013
Q4 		$250K Buy
+8,927
New +$229K 0.1% 153

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 $846B AUM 46.74% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
SC
Schooner Capital Vero Beach, Florida $23.2M AUM 17.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Stonebridge Capital Management's IRM Position: Q4 2014 in Review

Stonebridge Capital Management sold out of Iron Mountain (IRM) in Q4 2014, closing a stake of 10,750 shares — an estimated $351K sold.

Stonebridge Capital Management first reported a position in IRM in Q4 2013 and held it in 4 quarters. The position peaked at $381K in Q2 2014. 339 funds tracked by Wall St. Rank hold IRM as of Q4 2014.

  • Stonebridge Capital Management reported no remaining Iron Mountain position as of Q4 2014 after selling out during the quarter.
  • Stonebridge Capital Management sold 10,750 Iron Mountain shares in Q4 2014, an estimated $351K.
  • Stonebridge Capital Management first reported a position in Iron Mountain in Q4 2013 and held it in 4 quarters.
  • Stonebridge Capital Management's Iron Mountain position peaked at $381K in Q2 2014.
  • 339 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2014.

Based on Stonebridge Capital Management's 13F filing for Q4 2014, filed 5 Feb 2015.