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

Advantage 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
2018
Q2 		– Sell
-6,965
Closed -$92K – 1008
2018
Q1 		$92K Buy
+6,965
New +$92K 0.04% 275
2017
Q4 		– Sell
-5,849
Closed -$83K – 1047
2017
Q3 		$83K Buy
+5,849
New +$83.1K 0.03% 299

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RTS
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LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.35B AUM 27.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Advantage Investment Management's NMFC Position: Q2 2018 in Review

Advantage Investment Management sold out of New Mountain Finance (NMFC) in Q2 2018, closing a stake of 6,965 shares — an estimated $92K sold.

Advantage Investment Management first reported a position in NMFC in Q3 2017 and held it in 2 quarters. The position peaked at $92K in Q1 2018. 134 funds tracked by Wall St. Rank hold NMFC as of Q2 2018.

  • Advantage Investment Management reported no remaining New Mountain Finance position as of Q2 2018 after selling out during the quarter.
  • Advantage Investment Management sold 6,965 New Mountain Finance shares in Q2 2018, an estimated $92K.
  • Advantage Investment Management first reported a position in New Mountain Finance in Q3 2017 and held it in 2 quarters.
  • Advantage Investment Management's New Mountain Finance position peaked at $92K in Q1 2018.
  • 134 funds tracked by Wall St. Rank held New Mountain Finance as of Q2 2018.

Based on Advantage Investment Management's 13F filing for Q2 2018, filed 13 Aug 2018.