Wellington Shields Capital Management’s Iron Mountain IRM Stock Holding History

Wellington Shields 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
2018 Q4	–	Sell	-6,900	Closed	-$238K	–	294
2018 Q3	$238K	Buy	+6,900	New	+$246K	0.04%	277
2014 Q4	–	Sell	-12,300	Closed	-$402K	–	347
2014 Q3	$402K	Sell	12,300 -1,009	-8%	-$32.7K	0.07%	239
2014 Q2	$436K	Sell	13,309 -1,839	-12%	-$49.9K	0.07%	240
2014 Q1	$386K	Hold	15,148	–	–	0.07%	235
2013 Q4	$425K	Buy	15,148 +325	+2%	+$8.32K	0.08%	204
2013 Q3	$370K	Buy	14,823 +216	+1%	+$5.49K	0.07%	212
2013 Q2	$359K	Buy	+14,607	New	+$471K	0.06%	230

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

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 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

EIP

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

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

Wellington Shields Capital Management's IRM Position: Q4 2018 in Review

Wellington Shields Capital Management sold out of Iron Mountain (IRM) in Q4 2018, closing a stake of 6,900 shares — an estimated $238K sold.

Wellington Shields Capital Management first reported a position in IRM in Q2 2013 and held it in 7 quarters. The position peaked at $436K in Q2 2014. 485 funds tracked by Wall St. Rank hold IRM as of Q4 2018.

Wellington Shields Capital Management reported no remaining Iron Mountain position as of Q4 2018 after selling out during the quarter.
Wellington Shields Capital Management sold 6,900 Iron Mountain shares in Q4 2018, an estimated $238K.
Wellington Shields Capital Management first reported a position in Iron Mountain in Q2 2013 and held it in 7 quarters.
Wellington Shields Capital Management's Iron Mountain position peaked at $436K in Q2 2014.
485 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2018.

Based on Wellington Shields Capital Management's 13F filing for Q4 2018, filed 11 Feb 2019.