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Patriot Financial Group Insurance Agency’s New Mountain Finance NMFC Stock Holding History

Patriot Financial Group Insurance Agency’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
-9
Closed -$87 – 1787
2020
Q2 		$0 Hold
9
– – ﹤0.01% 1781
2020
Q1 		$0 Hold
9
– – ﹤0.01% 1677
2019
Q4 		$0 Buy
+9
New +$122 ﹤0.01% 1404

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Patriot Financial Group Insurance Agency's NMFC Position: Q3 2020 in Review

Patriot Financial Group Insurance Agency sold out of New Mountain Finance (NMFC) in Q3 2020, closing a stake of 9 shares — an estimated $87 sold.

Patriot Financial Group Insurance Agency first reported a position in NMFC in Q4 2019 and held it in 3 quarters. The position peaked at $0 in Q2 2020. 124 funds tracked by Wall St. Rank hold NMFC as of Q3 2020.

  • Patriot Financial Group Insurance Agency reported no remaining New Mountain Finance position as of Q3 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 9 New Mountain Finance shares in Q3 2020, an estimated $87.
  • Patriot Financial Group Insurance Agency first reported a position in New Mountain Finance in Q4 2019 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's New Mountain Finance position peaked at $0 in Q2 2020.
  • 124 funds tracked by Wall St. Rank held New Mountain Finance as of Q3 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2020, filed 21 Oct 2020.