AI
NMFC icon

Atria Investments’s New Mountain Finance NMFC Stock Holding History

Atria Investments’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
Q1 		– Sell
-39,795
Closed -$547K – 966
2019
Q4 		$547K Buy
+39,795
New +$539K 0.01% 752
2019
Q3 		– Sell
-29,106
Closed -$389K – 936
2019
Q2 		$389K Buy
+29,106
New +$407K 0.01% 655

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
RTS
Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return

Atria Investments's NMFC Position: Q1 2020 in Review

Atria Investments sold out of New Mountain Finance (NMFC) in Q1 2020, closing a stake of 39,795 shares — an estimated $547K sold.

Atria Investments first reported a position in NMFC in Q2 2019 and held it in 2 quarters. The position peaked at $547K in Q4 2019. 154 funds tracked by Wall St. Rank hold NMFC as of Q1 2020.

  • Atria Investments reported no remaining New Mountain Finance position as of Q1 2020 after selling out during the quarter.
  • Atria Investments sold 39,795 New Mountain Finance shares in Q1 2020, an estimated $547K.
  • Atria Investments first reported a position in New Mountain Finance in Q2 2019 and held it in 2 quarters.
  • Atria Investments's New Mountain Finance position peaked at $547K in Q4 2019.
  • 154 funds tracked by Wall St. Rank held New Mountain Finance as of Q1 2020.

Based on Atria Investments's 13F filing for Q1 2020, filed 15 May 2020.