TradeWorx’s Iron Mountain IRM Stock Holding History

TradeWorx’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 Q3	–	Sell	-7,681	Closed	-$252K	–	300
2014 Q2	$252K	Buy	+7,681	New	+$208K	0.2%	208

Other funds holding IRM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

HCM

Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Schooner Capital Vero Beach, Florida $23.2M AUM 17.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

TradeWorx's IRM Position: Q3 2014 in Review

TradeWorx sold out of Iron Mountain (IRM) in Q3 2014, closing a stake of 7,681 shares — an estimated $252K sold.

TradeWorx first reported a position in IRM in Q2 2014 and held it in 1 quarter. The position peaked at $252K in Q2 2014. 341 funds tracked by Wall St. Rank hold IRM as of Q3 2014.

TradeWorx reported no remaining Iron Mountain position as of Q3 2014 after selling out during the quarter.
TradeWorx sold 7,681 Iron Mountain shares in Q3 2014, an estimated $252K.
TradeWorx first reported a position in Iron Mountain in Q2 2014 and held it in 1 quarter.
TradeWorx's Iron Mountain position peaked at $252K in Q2 2014.
341 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2014.

Based on TradeWorx's 13F filing for Q3 2014, filed 1 Oct 2014.