Transform Wealth’s Iron Mountain IRM Stock Holding History

Transform Wealth’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
2018 Q1	–	Sell	-15,200	Closed	-$573K	–	246
2017 Q4	$573K	Buy	+15,200	New	+$603K	0.11%	179

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Transform Wealth's IRM Position: Q1 2018 in Review

Transform Wealth sold out of Iron Mountain (IRM) in Q1 2018, closing a stake of 15,200 shares — an estimated $573K sold.

Transform Wealth first reported a position in IRM in Q4 2017 and held it in 1 quarter. The position peaked at $573K in Q4 2017. 474 funds tracked by Wall St. Rank hold IRM as of Q1 2018.

Transform Wealth reported no remaining Iron Mountain position as of Q1 2018 after selling out during the quarter.
Transform Wealth sold 15,200 Iron Mountain shares in Q1 2018, an estimated $573K.
Transform Wealth first reported a position in Iron Mountain in Q4 2017 and held it in 1 quarter.
Transform Wealth's Iron Mountain position peaked at $573K in Q4 2017.
474 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2018.

Based on Transform Wealth's 13F filing for Q1 2018, filed 3 May 2018.