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Tocqueville Asset Management’s Iron Mountain IRM Stock Holding History

Tocqueville Asset 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
2015
Q4 		– Sell
-11,121
Closed -$345K – 937
2015
Q3 		$345K Sell
11,121
-770
-6% -$23K ﹤0.01% 783
2015
Q2 		$369K Hold
11,891
– – ﹤0.01% 789
2015
Q1 		$434K Buy
11,891
+502
+4% +$19.4K 0.01% 750
2014
Q4 		$440K Buy
11,389
+382
+3% +$13.9K ﹤0.01% 732
2014
Q3 		$359K Buy
11,007
+628
+6% +$20.4K ﹤0.01% 692
2014
Q2 		$340K Sell
10,379
-763
-7% -$20.7K ﹤0.01% 827
2014
Q1 		$284K Sell
11,142
-10,377
-48% -$265K ﹤0.01% 715
2013
Q4 		$604K Sell
21,519
-216
-1% -$5.53K 0.01% 543
2013
Q3 		$543K Sell
21,735
-17,076
-44% -$434K 0.01% 623
2013
Q2 		$954K Buy
+38,811
New +$1.25M 0.01% 511

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 $3.37T AUM 44.26% 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

Tocqueville Asset Management's IRM Position: Q4 2015 in Review

Tocqueville Asset Management sold out of Iron Mountain (IRM) in Q4 2015, closing a stake of 11,121 shares — an estimated $345K sold.

Tocqueville Asset Management first reported a position in IRM in Q2 2013 and held it in 10 quarters. The position peaked at $954K in Q2 2013. 336 funds tracked by Wall St. Rank hold IRM as of Q4 2015.

  • Tocqueville Asset Management reported no remaining Iron Mountain position as of Q4 2015 after selling out during the quarter.
  • Tocqueville Asset Management sold 11,121 Iron Mountain shares in Q4 2015, an estimated $345K.
  • Tocqueville Asset Management first reported a position in Iron Mountain in Q2 2013 and held it in 10 quarters.
  • Tocqueville Asset Management's Iron Mountain position peaked at $954K in Q2 2013.
  • 336 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2015.

Based on Tocqueville Asset Management's 13F filing for Q4 2015, filed 29 Jan 2016.