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TFS Capital’s Iron Mountain IRM Stock Holding History

TFS 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
2015
Q4 		– Sell
-14,579
Closed -$452K – 815
2015
Q3 		$452K Sell
14,579
-21,189
-59% -$632K 0.04% 546
2015
Q2 		$1.11M Buy
+35,768
New +$1.25M 0.11% 308
2014
Q4 		– Sell
-10,060
Closed -$328K – 1068
2014
Q3 		$328K Buy
+10,060
New +$326K 0.03% 723
2013
Q4 		– Sell
-20,402
Closed -$509K – 1545
2013
Q3 		$509K Buy
20,402
+8,389
+70% +$213K 0.02% 859
2013
Q2 		$295K Buy
+12,013
New +$388K 0.01% 1144

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SC
Schooner Capital Vero Beach, Florida $23.2M AUM 17.29% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

TFS Capital's IRM Position: Q4 2015 in Review

TFS Capital sold out of Iron Mountain (IRM) in Q4 2015, closing a stake of 14,579 shares — an estimated $452K sold.

TFS Capital first reported a position in IRM in Q2 2013 and held it in 5 quarters. The position peaked at $1.11M in Q2 2015. 336 funds tracked by Wall St. Rank hold IRM as of Q4 2015.

  • TFS Capital reported no remaining Iron Mountain position as of Q4 2015 after selling out during the quarter.
  • TFS Capital sold 14,579 Iron Mountain shares in Q4 2015, an estimated $452K.
  • TFS Capital first reported a position in Iron Mountain in Q2 2013 and held it in 5 quarters.
  • TFS Capital's Iron Mountain position peaked at $1.11M in Q2 2015.
  • 336 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2015.

Based on TFS Capital's 13F filing for Q4 2015, filed 29 Jan 2016.