Virtus Fund Advisers’s Iron Mountain IRM Stock Holding History

Virtus Fund Advisers’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 Q4	$26K	Hold	673	–	–	﹤0.01%	568
2017 Q3	$27K	Hold	673	–	–	﹤0.01%	453
2017 Q2	$23K	Hold	673	–	–	﹤0.01%	489
2017 Q1	$24K	Hold	673	–	–	﹤0.01%	498
2016 Q4	$22K	Hold	673	–	–	﹤0.01%	502
2016 Q3	$25K	Hold	673	–	–	﹤0.01%	501
2016 Q2	$27K	Hold	673	–	–	﹤0.01%	495
2016 Q1	$23K	Buy	+673	New	+$19.3K	﹤0.01%	492
2015 Q1	–	Sell	-218	Closed	-$8K	–	971
2014 Q4	$8K	Buy	218 +20	+10%	+$727	﹤0.01%	1062
2014 Q3	$6K	Sell	198 -3,261	-94%	-$106K	﹤0.01%	1108
2014 Q2	$113K	Buy	+3,459	New	+$93.8K	﹤0.01%	1301

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

EIP

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

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Virtus Fund Advisers's IRM Position: Q4 2017 in Review

Virtus Fund Advisers held its Iron Mountain (IRM) position steady in Q4 2017 at 673 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #568.

Virtus Fund Advisers first reported a position in IRM in Q2 2014 and has held it in 11 quarters since. The position peaked at $113K in Q2 2014. 476 funds tracked by Wall St. Rank hold IRM as of Q4 2017.

Virtus Fund Advisers held 673 shares of Iron Mountain worth $26K as of Q4 2017.
Virtus Fund Advisers left its Iron Mountain share count unchanged in Q4 2017.
Iron Mountain made up ﹤0.01% of Virtus Fund Advisers's portfolio in Q4 2017, its #568 holding.
Virtus Fund Advisers first reported a position in Iron Mountain in Q2 2014 and has held it in 11 quarters since.
Virtus Fund Advisers's Iron Mountain position peaked at $113K in Q2 2014.
476 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2017.

Based on Virtus Fund Advisers's 13F filing for Q4 2017, filed 9 Feb 2018.