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Wilbanks Smith & Thomas Asset Management’s Iron Mountain IRM Stock Holding History

Wilbanks Smith & Thomas Asset 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
-148
Closed -$5K – 828
2018
Q3 		$5K Buy
+148
New +$5.27K ﹤0.01% 1220

Other funds holding IRM

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's IRM Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Iron Mountain (IRM) in Q4 2018, closing a stake of 148 shares — an estimated $5K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in IRM in Q3 2018 and held it in 1 quarter. The position peaked at $5K in Q3 2018. 485 funds tracked by Wall St. Rank hold IRM as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Iron Mountain position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 148 Iron Mountain shares in Q4 2018, an estimated $5K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Iron Mountain in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Iron Mountain position peaked at $5K in Q3 2018.
  • 485 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.