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Willingdon Wealth Management’s Iron Mountain IRM Stock Holding History

Willingdon Wealth 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
2016
Q4 		– Sell
-59,685
Closed -$2.24M – 115
2016
Q3 		$2.24M Buy
59,685
+10,279
+21% +$396K 1.13% 27
2016
Q2 		$1.97M Buy
+49,406
New +$1.8M 1.01% 38

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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Willingdon Wealth Management's IRM Position: Q4 2016 in Review

Willingdon Wealth Management sold out of Iron Mountain (IRM) in Q4 2016, closing a stake of 59,685 shares — an estimated $2.24M sold.

Willingdon Wealth Management first reported a position in IRM in Q2 2016 and held it in 2 quarters. The position peaked at $2.24M in Q3 2016. 375 funds tracked by Wall St. Rank hold IRM as of Q4 2016.

  • Willingdon Wealth Management reported no remaining Iron Mountain position as of Q4 2016 after selling out during the quarter.
  • Willingdon Wealth Management sold 59,685 Iron Mountain shares in Q4 2016, an estimated $2.24M.
  • Willingdon Wealth Management first reported a position in Iron Mountain in Q2 2016 and held it in 2 quarters.
  • Willingdon Wealth Management's Iron Mountain position peaked at $2.24M in Q3 2016.
  • 375 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2016.

Based on Willingdon Wealth Management's 13F filing for Q4 2016, filed 26 Jan 2017.