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IAG Wealth Partners’s New Mountain Finance NMFC Stock Holding History

IAG Wealth Partners’s Portfolio NMFC Stock Details NMFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-300
Closed -$3K – 414
2020
Q2 		$3K Hold
300
– – ﹤0.01% 321
2020
Q1 		$3K Hold
300
– – ﹤0.01% 309
2019
Q4 		$5K Buy
+300
New +$4.06K ﹤0.01% 310

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IAG Wealth Partners's NMFC Position: Q3 2020 in Review

IAG Wealth Partners sold out of New Mountain Finance (NMFC) in Q3 2020, closing a stake of 300 shares — an estimated $3K sold.

IAG Wealth Partners first reported a position in NMFC in Q4 2019 and held it in 3 quarters. The position peaked at $5K in Q4 2019. 124 funds tracked by Wall St. Rank hold NMFC as of Q3 2020.

  • IAG Wealth Partners reported no remaining New Mountain Finance position as of Q3 2020 after selling out during the quarter.
  • IAG Wealth Partners sold 300 New Mountain Finance shares in Q3 2020, an estimated $3K.
  • IAG Wealth Partners first reported a position in New Mountain Finance in Q4 2019 and held it in 3 quarters.
  • IAG Wealth Partners's New Mountain Finance position peaked at $5K in Q4 2019.
  • 124 funds tracked by Wall St. Rank held New Mountain Finance as of Q3 2020.

Based on IAG Wealth Partners's 13F filing for Q3 2020, filed 11 Feb 2021.