VNBTrust National Association’s Iron Mountain IRM Stock Holding History

VNBTrust National Association’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
2018 Q2	$331K	Buy	9,469 +525	+6%	+$17.7K	0.12%	71
2018 Q1	$294K	Hold	8,944	–	–	0.17%	75
2017 Q4	$337K	Hold	8,944	–	–	0.2%	71
2017 Q3	$348K	Hold	8,944	–	–	0.14%	65
2017 Q2	$307K	Hold	8,944	–	–	0.12%	82
2017 Q1	$319K	Sell	8,944 -2,891	-24%	-$102K	0.13%	78
2016 Q4	$384K	Hold	11,835	–	–	0.21%	74
2016 Q3	$444K	Hold	11,835	–	–	0.25%	60
2016 Q2	$471K	Hold	11,835	–	–	0.28%	64
2016 Q1	$401K	Hold	11,835	–	–	0.23%	71
2015 Q4	$320K	Hold	11,835	–	–	0.17%	96
2015 Q3	$367K	Hold	11,835	–	–	0.21%	87
2015 Q2	$367K	Sell	11,835 -117	-1%	-$4.1K	0.18%	101
2015 Q1	$436K	Sell	11,952 -5,574	-32%	-$215K	0.21%	88
2014 Q4	$678K	Buy	17,526 +1,180	+7%	+$42.9K	0.3%	66
2014 Q3	$534K	Sell	16,346 -1,340	-8%	-$43.4K	0.28%	61
2014 Q2	$579K	Hold	17,686	–	–	0.29%	56
2014 Q1	$451K	Hold	17,686	–	–	0.22%	73
2013 Q4	$496K	Hold	17,686	–	–	0.24%	72
2013 Q3	$442K	Buy	17,686 +7,141	+68%	+$181K	0.16%	83
2013 Q2	$259K	Buy	+10,545	New	+$340K	0.08%	121

Other funds holding IRM

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

VNBTrust National Association's IRM Position: Q2 2018 in Review

VNBTrust National Association increased its Iron Mountain (IRM) stake by 5.9% in Q2 2018, buying an estimated $17.7K and bringing the position to 9,469 shares worth $331K. The position accounts for 0.12% of the portfolio, ranked #71.

VNBTrust National Association first reported a position in IRM in Q2 2013 and has held it in 21 quarters since. The position peaked at $678K in Q4 2014. 484 funds tracked by Wall St. Rank hold IRM as of Q2 2018.

VNBTrust National Association held 9,469 shares of Iron Mountain worth $331K as of Q2 2018.
VNBTrust National Association bought 525 Iron Mountain shares in Q2 2018, an estimated $17.7K.
Iron Mountain made up 0.12% of VNBTrust National Association's portfolio in Q2 2018, its #71 holding.
VNBTrust National Association first reported a position in Iron Mountain in Q2 2013 and has held it in 21 quarters since.
VNBTrust National Association's Iron Mountain position peaked at $678K in Q4 2014.
484 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2018.

Based on VNBTrust National Association's 13F filing for Q2 2018, filed 9 Jul 2018.