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AlphaSimPlex Group’s New Mountain Finance NMFC Stock Holding History

AlphaSimPlex Group’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
2019
Q4 		– Sell
-84,748
Closed -$1.16M – 266
2019
Q3 		$1.16M Sell
84,748
-1,591
-2% -$21.7K 0.44% 73
2019
Q2 		$1.21M Sell
86,339
-30,070
-26% -$420K 0.38% 107
2019
Q1 		$1.58M Buy
+116,409
New +$1.58M 0.53% 69

Other funds holding NMFC

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RTS
Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.35B AUM 27.53% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

AlphaSimPlex Group's NMFC Position: Q4 2019 in Review

AlphaSimPlex Group sold out of New Mountain Finance (NMFC) in Q4 2019, closing a stake of 84,748 shares — an estimated $1.16M sold.

AlphaSimPlex Group first reported a position in NMFC in Q1 2019 and held it in 3 quarters. The position peaked at $1.58M in Q1 2019. 165 funds tracked by Wall St. Rank hold NMFC as of Q4 2019.

  • AlphaSimPlex Group reported no remaining New Mountain Finance position as of Q4 2019 after selling out during the quarter.
  • AlphaSimPlex Group sold 84,748 New Mountain Finance shares in Q4 2019, an estimated $1.16M.
  • AlphaSimPlex Group first reported a position in New Mountain Finance in Q1 2019 and held it in 3 quarters.
  • AlphaSimPlex Group's New Mountain Finance position peaked at $1.58M in Q1 2019.
  • 165 funds tracked by Wall St. Rank held New Mountain Finance as of Q4 2019.

Based on AlphaSimPlex Group's 13F filing for Q4 2019, filed 11 Feb 2020.