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Acrospire Investment Management’s New Mountain Finance NMFC Stock Holding History

Acrospire Investment Management’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
2017
Q3 		– Sell
-412
Closed -$6K – 938
2017
Q2 		$6K Sell
412
-2,276
-85% -$33.3K 0.01% 1932
2017
Q1 		$40K Sell
2,688
-1,988
-43% -$29K 0.03% 1135
2016
Q4 		$66K Buy
+4,676
New +$64.5K 0.03% 1217

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RTS
Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

Acrospire Investment Management's NMFC Position: Q3 2017 in Review

Acrospire Investment Management sold out of New Mountain Finance (NMFC) in Q3 2017, closing a stake of 412 shares — an estimated $6K sold.

Acrospire Investment Management first reported a position in NMFC in Q4 2016 and held it in 3 quarters. The position peaked at $66K in Q4 2016. 121 funds tracked by Wall St. Rank hold NMFC as of Q3 2017.

  • Acrospire Investment Management reported no remaining New Mountain Finance position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 412 New Mountain Finance shares in Q3 2017, an estimated $6K.
  • Acrospire Investment Management first reported a position in New Mountain Finance in Q4 2016 and held it in 3 quarters.
  • Acrospire Investment Management's New Mountain Finance position peaked at $66K in Q4 2016.
  • 121 funds tracked by Wall St. Rank held New Mountain Finance as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.