Walter & Keenan Wealth Management’s Iron Mountain IRM Stock Holding History

Walter & Keenan Wealth 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
2019 Q1	–	Sell	-7,894	Closed	-$256K	–	161
2018 Q4	$256K	Hold	7,894	–	–	0.12%	127
2018 Q3	$273	Sell	7,894 -3,000	-28%	-$107K	0.08%	135
2018 Q2	$381K	Buy	10,894 +4,650	+74%	+$157K	0.16%	109
2018 Q1	$205K	Buy	+6,244	New	+$210K	0.09%	166

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

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

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

EIP

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

Walter & Keenan Wealth Management's IRM Position: Q1 2019 in Review

Walter & Keenan Wealth Management sold out of Iron Mountain (IRM) in Q1 2019, closing a stake of 7,894 shares — an estimated $256K sold.

Walter & Keenan Wealth Management first reported a position in IRM in Q1 2018 and held it in 4 quarters. The position peaked at $381K in Q2 2018. 536 funds tracked by Wall St. Rank hold IRM as of Q1 2019.

Walter & Keenan Wealth Management reported no remaining Iron Mountain position as of Q1 2019 after selling out during the quarter.
Walter & Keenan Wealth Management sold 7,894 Iron Mountain shares in Q1 2019, an estimated $256K.
Walter & Keenan Wealth Management first reported a position in Iron Mountain in Q1 2018 and held it in 4 quarters.
Walter & Keenan Wealth Management's Iron Mountain position peaked at $381K in Q2 2018.
536 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2019.

Based on Walter & Keenan Wealth Management's 13F filing for Q1 2019, filed 8 May 2019.