VAM
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Visionary Asset Management’s Iron Mountain IRM Stock Holding History

Visionary Asset Management’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
2015
Q1 		– Sell
-262
Closed -$10K – 146
2014
Q4 		$10K Sell
262
-80,239
-100% -$2.92M ﹤0.01% 139
2014
Q3 		$2.63M Buy
80,501
+6,263
+8% +$203K 0.72% 55
2014
Q2 		$2.43M Buy
74,238
+21,153
+40% +$574K 0.57% 12
2014
Q1 		$1.35M Buy
53,085
+15,993
+43% +$409K 0.32% 60
2013
Q4 		$1.04M Buy
+37,092
New +$950K 0.28% 33

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
SC
Schooner Capital Vero Beach, Florida $23.2M AUM 17.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Visionary Asset Management's IRM Position: Q1 2015 in Review

Visionary Asset Management sold out of Iron Mountain (IRM) in Q1 2015, closing a stake of 262 shares — an estimated $10K sold.

Visionary Asset Management first reported a position in IRM in Q4 2013 and held it in 5 quarters. The position peaked at $2.63M in Q3 2014. 347 funds tracked by Wall St. Rank hold IRM as of Q1 2015.

  • Visionary Asset Management reported no remaining Iron Mountain position as of Q1 2015 after selling out during the quarter.
  • Visionary Asset Management sold 262 Iron Mountain shares in Q1 2015, an estimated $10K.
  • Visionary Asset Management first reported a position in Iron Mountain in Q4 2013 and held it in 5 quarters.
  • Visionary Asset Management's Iron Mountain position peaked at $2.63M in Q3 2014.
  • 347 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2015.

Based on Visionary Asset Management's 13F filing for Q1 2015, filed 9 Apr 2015.