IWP
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IAG Wealth Partners’s Manitowoc MTW Stock Holding History

IAG Wealth Partners’s Portfolio MTW Stock Details MTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-250
Closed -$4K – 380
2020
Q4 		$4K Hold
250
– – ﹤0.01% 307
2020
Q3 		$3K Hold
250
– – ﹤0.01% 308
2020
Q2 		$3K Hold
250
– – ﹤0.01% 318
2020
Q1 		$3K Hold
250
– – ﹤0.01% 307
2019
Q4 		$5K Buy
+250
New +$3.65K ﹤0.01% 309

Other funds holding MTW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
FSCM
Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

IAG Wealth Partners's MTW Position: Q1 2021 in Review

IAG Wealth Partners sold out of Manitowoc (MTW) in Q1 2021, closing a stake of 250 shares — an estimated $4K sold.

IAG Wealth Partners first reported a position in MTW in Q4 2019 and held it in 5 quarters. The position peaked at $5K in Q4 2019. 144 funds tracked by Wall St. Rank hold MTW as of Q1 2021.

  • IAG Wealth Partners reported no remaining Manitowoc position as of Q1 2021 after selling out during the quarter.
  • IAG Wealth Partners sold 250 Manitowoc shares in Q1 2021, an estimated $4K.
  • IAG Wealth Partners first reported a position in Manitowoc in Q4 2019 and held it in 5 quarters.
  • IAG Wealth Partners's Manitowoc position peaked at $5K in Q4 2019.
  • 144 funds tracked by Wall St. Rank held Manitowoc as of Q1 2021.

Based on IAG Wealth Partners's 13F filing for Q1 2021, filed 29 Apr 2021.