Armor Investment Advisors’s New Mountain Finance NMFC Stock Holding History

Armor Investment Advisors’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 Q2	–	Sell	-10,030	Closed	-$68K	–	140
2020 Q1	$68K	Sell	10,030 -150	-1%	-$1.85K	0.07%	101
2019 Q4	$140K	Sell	10,180 -200	-2%	-$2.71K	0.11%	115
2019 Q3	$141K	Hold	10,380	–	–	0.12%	107
2019 Q2	$145K	Sell	10,380 -370	-3%	-$5.17K	0.12%	108
2019 Q1	$146K	Sell	10,750 -200	-2%	-$2.72K	0.13%	107
2018 Q4	$138K	Hold	10,950	–	–	0.14%	97
2018 Q3	$148K	Hold	10,950	–	–	0.13%	106
2018 Q2	$149K	Sell	10,950 -450	-4%	-$6.11K	0.13%	107
2018 Q1	$150K	Hold	11,400	–	–	0.14%	105
2017 Q4	$154K	Sell	11,400 -600	-5%	-$8.46K	0.14%	101
2017 Q3	$171K	Hold	12,000	–	–	0.16%	98
2017 Q2	$175K	Hold	12,000	–	–	0.17%	88
2017 Q1	$179K	Sell	12,000 -400	-3%	-$5.84K	0.18%	92
2016 Q4	$175K	Buy	+12,400	New	+$171K	0.18%	95

Other funds holding NMFC

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RTS

Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return

DCM

Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCIM

Spring Creek Investment Management Philadelphia, Pennsylvania $42.3M AUM 31.86% 1-Year Est. Return

Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Armor Investment Advisors's NMFC Position: Q2 2020 in Review

Armor Investment Advisors sold out of New Mountain Finance (NMFC) in Q2 2020, closing a stake of 10,030 shares — an estimated $68K sold.

Armor Investment Advisors first reported a position in NMFC in Q4 2016 and held it in 14 quarters. The position peaked at $179K in Q1 2017. 136 funds tracked by Wall St. Rank hold NMFC as of Q2 2020.

Armor Investment Advisors reported no remaining New Mountain Finance position as of Q2 2020 after selling out during the quarter.
Armor Investment Advisors sold 10,030 New Mountain Finance shares in Q2 2020, an estimated $68K.
Armor Investment Advisors first reported a position in New Mountain Finance in Q4 2016 and held it in 14 quarters.
Armor Investment Advisors's New Mountain Finance position peaked at $179K in Q1 2017.
136 funds tracked by Wall St. Rank held New Mountain Finance as of Q2 2020.

Based on Armor Investment Advisors's 13F filing for Q2 2020, filed 4 Aug 2020.