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Zeke Capital Advisors’s Iron Mountain IRM Stock Holding History

Zeke Capital 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
2018
Q1 		– Sell
-16,964
Closed -$640K – 670
2017
Q4 		$640K Buy
16,964
+11,439
+207% +$454K 0.07% 239
2017
Q3 		$215K Buy
+5,525
New +$206K 0.03% 397

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Zeke Capital Advisors's IRM Position: Q1 2018 in Review

Zeke Capital Advisors sold out of Iron Mountain (IRM) in Q1 2018, closing a stake of 16,964 shares — an estimated $640K sold.

Zeke Capital Advisors first reported a position in IRM in Q3 2017 and held it in 2 quarters. The position peaked at $640K in Q4 2017. 474 funds tracked by Wall St. Rank hold IRM as of Q1 2018.

  • Zeke Capital Advisors reported no remaining Iron Mountain position as of Q1 2018 after selling out during the quarter.
  • Zeke Capital Advisors sold 16,964 Iron Mountain shares in Q1 2018, an estimated $640K.
  • Zeke Capital Advisors first reported a position in Iron Mountain in Q3 2017 and held it in 2 quarters.
  • Zeke Capital Advisors's Iron Mountain position peaked at $640K in Q4 2017.
  • 474 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2018.

Based on Zeke Capital Advisors's 13F filing for Q1 2018, filed 3 May 2018.