Winch Advisory Services’s Iron Mountain IRM Stock Holding History

Winch Advisory Services’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 Q2	–	Sell	-303	Closed	-$10K	–	356
2018 Q1	$10K	Buy	303 +5	+2%	+$168	0.01%	191
2017 Q4	$11K	Buy	298 +4	+1%	+$159	0.01%	177
2017 Q3	$11K	Hold	294	–	–	0.01%	163
2017 Q2	$10K	Buy	+294	New	+$10.3K	0.01%	189

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Winch Advisory Services's IRM Position: Q2 2018 in Review

Winch Advisory Services sold out of Iron Mountain (IRM) in Q2 2018, closing a stake of 303 shares — an estimated $10K sold.

Winch Advisory Services first reported a position in IRM in Q2 2017 and held it in 4 quarters. The position peaked at $11K in Q4 2017. 484 funds tracked by Wall St. Rank hold IRM as of Q2 2018.

Winch Advisory Services reported no remaining Iron Mountain position as of Q2 2018 after selling out during the quarter.
Winch Advisory Services sold 303 Iron Mountain shares in Q2 2018, an estimated $10K.
Winch Advisory Services first reported a position in Iron Mountain in Q2 2017 and held it in 4 quarters.
Winch Advisory Services's Iron Mountain position peaked at $11K in Q4 2017.
484 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2018.

Based on Winch Advisory Services's 13F filing for Q2 2018, filed 13 Aug 2018.