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West Oak Capital’s Iron Mountain IRM Stock Holding History

West Oak Capital’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
2014
Q1 		– Sell
-206
Closed -$5.77K – 300
2013
Q4 		$5.77K Sell
206
-27,488
-99% -$704K ﹤0.01% 224
2013
Q3 		$692K Buy
27,694
+829
+3% +$21.1K 0.54% 62
2013
Q2 		$661K Buy
+26,865
New +$867K 0.55% 60

Other funds holding IRM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SC
Schooner Capital Vero Beach, Florida $23.2M AUM 17.29% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CGT
Capital Guardian Trust Los Angeles, California $7.42B AUM 13.6% 1-Year Est. Return

West Oak Capital's IRM Position: Q1 2014 in Review

West Oak Capital sold out of Iron Mountain (IRM) in Q1 2014, closing a stake of 206 shares — an estimated $5.77K sold.

West Oak Capital first reported a position in IRM in Q2 2013 and held it in 3 quarters. The position peaked at $692K in Q3 2013. 334 funds tracked by Wall St. Rank hold IRM as of Q1 2014.

  • West Oak Capital reported no remaining Iron Mountain position as of Q1 2014 after selling out during the quarter.
  • West Oak Capital sold 206 Iron Mountain shares in Q1 2014, an estimated $5.77K.
  • West Oak Capital first reported a position in Iron Mountain in Q2 2013 and held it in 3 quarters.
  • West Oak Capital's Iron Mountain position peaked at $692K in Q3 2013.
  • 334 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2014.

Based on West Oak Capital's 13F filing for Q1 2014, filed 7 Apr 2014.