WCM
IRM icon

Wealthcare Capital Management’s Iron Mountain IRM Stock Holding History

Wealthcare Capital 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
Q3 		– Sell
-76
Closed – – 318
2015
Q2 		$0 Hold
76
– – ﹤0.01% 632
2015
Q1 		$3K Buy
+76
New +$2.93K ﹤0.01% 755

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 $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 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 $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

Wealthcare Capital Management's IRM Position: Q3 2015 in Review

Wealthcare Capital Management sold out of Iron Mountain (IRM) in Q3 2015, closing a stake of 76 shares.

Wealthcare Capital Management first reported a position in IRM in Q1 2015 and held it in 2 quarters. The position peaked at $3K in Q1 2015. 322 funds tracked by Wall St. Rank hold IRM as of Q3 2015.

  • Wealthcare Capital Management reported no remaining Iron Mountain position as of Q3 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 76 Iron Mountain shares in Q3 2015.
  • Wealthcare Capital Management first reported a position in Iron Mountain in Q1 2015 and held it in 2 quarters.
  • Wealthcare Capital Management's Iron Mountain position peaked at $3K in Q1 2015.
  • 322 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2015.

Based on Wealthcare Capital Management's 13F filing for Q3 2015, filed 13 Nov 2015.