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Accurate Investment Solutions’s New Mountain Finance NMFC Stock Holding History

Accurate Investment Solutions’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
2018
Q3 		– Sell
-100
Closed -$1K – 465
2018
Q2 		$1K Hold
100
– – ﹤0.01% 473
2018
Q1 		$1K Hold
100
– – ﹤0.01% 454
2017
Q4 		$1K Hold
100
– – ﹤0.01% 451
2017
Q3 		$1K Buy
+100
New +$1.42K ﹤0.01% 461

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LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.35B AUM 27.53% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Accurate Investment Solutions's NMFC Position: Q3 2018 in Review

Accurate Investment Solutions sold out of New Mountain Finance (NMFC) in Q3 2018, closing a stake of 100 shares — an estimated $1K sold.

Accurate Investment Solutions first reported a position in NMFC in Q3 2017 and held it in 4 quarters. The position peaked at $1K in Q2 2018. 133 funds tracked by Wall St. Rank hold NMFC as of Q3 2018.

  • Accurate Investment Solutions reported no remaining New Mountain Finance position as of Q3 2018 after selling out during the quarter.
  • Accurate Investment Solutions sold 100 New Mountain Finance shares in Q3 2018, an estimated $1K.
  • Accurate Investment Solutions first reported a position in New Mountain Finance in Q3 2017 and held it in 4 quarters.
  • Accurate Investment Solutions's New Mountain Finance position peaked at $1K in Q2 2018.
  • 133 funds tracked by Wall St. Rank held New Mountain Finance as of Q3 2018.

Based on Accurate Investment Solutions's 13F filing for Q3 2018, filed 5 Oct 2018.