USCA RIA’s Iron Mountain IRM Stock Holding History

USCA RIA’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
2020 Q1	–	Sell	-10,900	Closed	-$347K	–	449
2019 Q4	$347K	Buy	10,900 +2,000	+22%	+$65.6K	0.03%	376
2019 Q3	$288K	Buy	+8,900	New	+$280K	0.03%	379

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

EIP

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

USCA RIA's IRM Position: Q1 2020 in Review

USCA RIA sold out of Iron Mountain (IRM) in Q1 2020, closing a stake of 10,900 shares — an estimated $347K sold.

USCA RIA first reported a position in IRM in Q3 2019 and held it in 2 quarters. The position peaked at $347K in Q4 2019. 537 funds tracked by Wall St. Rank hold IRM as of Q1 2020.

USCA RIA reported no remaining Iron Mountain position as of Q1 2020 after selling out during the quarter.
USCA RIA sold 10,900 Iron Mountain shares in Q1 2020, an estimated $347K.
USCA RIA first reported a position in Iron Mountain in Q3 2019 and held it in 2 quarters.
USCA RIA's Iron Mountain position peaked at $347K in Q4 2019.
537 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2020.

Based on USCA RIA's 13F filing for Q1 2020, filed 13 Apr 2020.