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WFG Advisors’s Iron Mountain IRM Stock Holding History

WFG Advisors’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
2017
Q2 		$17K Buy
+500
New +$17.5K ﹤0.01% 989

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
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
SC
Schooner Capital Vero Beach, Florida $23.2M AUM 17.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WFG Advisors's IRM Position: Q2 2017 in Review

WFG Advisors opened a new position in Iron Mountain (IRM) in Q2 2017: 500 shares worth $17K. The stake represents ﹤0.01% of the portfolio and ranks #989 among its holdings.

390 funds tracked by Wall St. Rank hold IRM as of Q2 2017.

  • WFG Advisors held 500 shares of Iron Mountain worth $17K as of Q2 2017.
  • Iron Mountain was a new WFG Advisors position in Q2 2017.
  • Iron Mountain made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #989 holding.
  • 390 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.