Wealthfront’s Iron Mountain IRM Stock Holding History

Wealthfront’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 Q3	$596K	Sell	17,277 -15	-0.1%	-$534	0.01%	354
2018 Q2	$605K	Sell	17,292 -3,785	-18%	-$128K	0.01%	340
2018 Q1	$693K	Buy	21,077 +10,422	+98%	+$351K	0.01%	332
2017 Q4	$402K	Buy	10,655 +2,096	+24%	+$83.2K	﹤0.01%	391
2017 Q3	$333K	Buy	+8,559	New	+$320K	﹤0.01%	400
2015 Q4	–	Sell	-3,513	Closed	-$109K	–	652
2015 Q3	$109K	Buy	3,513 +1,014	+41%	+$30.3K	﹤0.01%	388
2015 Q2	$77K	Sell	2,499 -203	-8%	-$7.11K	﹤0.01%	449
2015 Q1	$99K	Sell	2,702 -301	-10%	-$11.6K	﹤0.01%	384
2014 Q4	$116K	Buy	3,003 +1,015	+51%	+$36.9K	0.01%	335
2014 Q3	$65K	Buy	1,988 +35	+2%	+$1.14K	﹤0.01%	359
2014 Q2	$64K	Buy	1,953 +1,461	+297%	+$39.6K	0.01%	319
2014 Q1	$13K	Buy	+492	New	+$12.6K	﹤0.01%	481

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EIP

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

Wealthfront's IRM Position: Q3 2018 in Review

Wealthfront reduced its Iron Mountain (IRM) stake by 0.09% in Q3 2018, selling an estimated $534 and leaving 17,277 shares worth $596K. The position accounts for 0.01% of the portfolio, ranked #354.

Wealthfront first reported a position in IRM in Q1 2014 and has held it in 12 quarters since. The position peaked at $693K in Q1 2018. 503 funds tracked by Wall St. Rank hold IRM as of Q3 2018.

Wealthfront held 17,277 shares of Iron Mountain worth $596K as of Q3 2018.
Wealthfront sold 15 Iron Mountain shares in Q3 2018, an estimated $534.
Iron Mountain made up 0.01% of Wealthfront's portfolio in Q3 2018, its #354 holding.
Wealthfront first reported a position in Iron Mountain in Q1 2014 and has held it in 12 quarters since.
Wealthfront's Iron Mountain position peaked at $693K in Q1 2018.
503 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.