Virtu KCG Holdings’s Iron Mountain IRM Stock Holding History

Virtu KCG Holdings’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
2017 Q1	–	Sell	-7,042	Closed	-$229K	–	3439
2016 Q4	$229K	Buy	+7,042	New	+$234K	0.01%	2419
2016 Q3	–	Sell	-32,145	Closed	-$1.28M	–	3264
2016 Q2	$1.28M	Buy	32,145 +20,296	+171%	+$739K	0.03%	585
2016 Q1	$402K	Sell	11,849 -48,051	-80%	-$1.38M	0.01%	1415
2015 Q4	$1.62M	Buy	+59,900	New	+$1.76M	0.03%	522
2015 Q3	–	Sell	-21,280	Closed	-$660K	–	3572
2015 Q2	$660K	Buy	21,280 +2,878	+16%	+$101K	0.01%	1245
2015 Q1	$671K	Sell	18,402 -4,165	-18%	-$161K	0.01%	1091
2014 Q4	$872K	Buy	+22,567	New	+$821K	0.01%	1076
2014 Q3	–	Sell	-6,857	Closed	-$225K	–	3808
2014 Q2	$225K	Buy	+6,857	New	+$186K	﹤0.01%	2919
2013 Q4	–	Sell	-22,850	Closed	-$585K	–	4003
2013 Q3	$571K	Buy	+22,850	New	+$580K	0.01%	1838

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

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

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

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

EIP

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Virtu KCG Holdings's IRM Position: Q1 2017 in Review

Virtu KCG Holdings sold out of Iron Mountain (IRM) in Q1 2017, closing a stake of 7,042 shares — an estimated $229K sold.

Virtu KCG Holdings first reported a position in IRM in Q3 2013 and held it in 9 quarters. The position peaked at $1.62M in Q4 2015. 380 funds tracked by Wall St. Rank hold IRM as of Q1 2017.

Virtu KCG Holdings reported no remaining Iron Mountain position as of Q1 2017 after selling out during the quarter.
Virtu KCG Holdings sold 7,042 Iron Mountain shares in Q1 2017, an estimated $229K.
Virtu KCG Holdings first reported a position in Iron Mountain in Q3 2013 and held it in 9 quarters.
Virtu KCG Holdings's Iron Mountain position peaked at $1.62M in Q4 2015.
380 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2017.

Based on Virtu KCG Holdings's 13F filing for Q1 2017, filed 12 May 2017.