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Wilmington Trust’s Iron Mountain IRM Stock Holding History

Wilmington Trust’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
Q2 		$644K Sell
19,658
-76
-0.4% -$2.06K 0.01% 471
2014
Q1 		$503K Hold
19,734
– – 0.01% 498
2013
Q4 		$553K Sell
19,734
-3
-0% -$77 0.01% 487
2013
Q3 		$493K Buy
+19,737
New +$501K 0.01% 486

Other funds holding IRM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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 $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CGT
Capital Guardian Trust Los Angeles, California $7.42B AUM 13.6% 1-Year Est. Return

Wilmington Trust's IRM Position: Q2 2014 in Review

Wilmington Trust reduced its Iron Mountain (IRM) stake by 0.39% in Q2 2014, selling an estimated $2.06K and leaving 19,658 shares worth $644K. The position accounts for 0.01% of the portfolio, ranked #471.

Wilmington Trust first reported a position in IRM in Q3 2013 and has held it in 4 quarters since. 353 funds tracked by Wall St. Rank hold IRM as of Q2 2014.

  • Wilmington Trust held 19,658 shares of Iron Mountain worth $644K as of Q2 2014.
  • Wilmington Trust sold 76 Iron Mountain shares in Q2 2014, an estimated $2.06K.
  • Iron Mountain made up 0.01% of Wilmington Trust's portfolio in Q2 2014, its #471 holding.
  • Wilmington Trust first reported a position in Iron Mountain in Q3 2013 and has held it in 4 quarters since.
  • 353 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2014.

Based on Wilmington Trust's 13F filing for Q2 2014, filed 13 Aug 2014.