UBS O'Connor’s Iron Mountain IRM Stock Holding History

UBS O'Connor’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
2013 Q3	–	Sell	-43,280	Closed	-$2K	–	504
2013 Q2	$2K	Buy	+43,280	New	+$1.4M	﹤0.01%	515

Other funds holding IRM

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

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS O'Connor's IRM Position: Q3 2015 in Review

UBS O'Connor sold out of Iron Mountain (IRM) in Q3 2015, closing a stake of 29,426 shares — an estimated $912K sold.

UBS O'Connor first reported a position in IRM in Q2 2015 and held it in 1 quarter. The position peaked at $912K in Q2 2015. 322 funds tracked by Wall St. Rank hold IRM as of Q3 2015.

UBS O'Connor reported no remaining Iron Mountain position as of Q3 2015 after selling out during the quarter.
UBS O'Connor sold 29,426 Iron Mountain shares in Q3 2015, an estimated $912K.
UBS O'Connor first reported a position in Iron Mountain in Q2 2015 and held it in 1 quarter.
UBS O'Connor's Iron Mountain position peaked at $912K in Q2 2015.
322 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2015.

Based on UBS O'Connor's 13F filing for Q3 2015, filed 13 Nov 2015.