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B. Riley Financial’s New Mountain Finance NMFC Stock Holding History

B. Riley Financial’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
Q4 		– Sell
-30,000
Closed -$405K – 167
2018
Q3 		$405K Hold
30,000
– – 0.11% 133
2018
Q2 		$408K Hold
30,000
– – 0.11% 169
2018
Q1 		$395K Hold
30,000
– – 0.11% 183
2017
Q4 		$407K Hold
30,000
– – 0.11% 184
2017
Q3 		$428K Hold
30,000
– – 0.12% 181
2017
Q2 		$437K Hold
30,000
– – 0.12% 158
2017
Q1 		$447K Hold
30,000
– – 0.22% 107
2016
Q4 		$423K Buy
+30,000
New +$414K 0.28% 73

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MC
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JP Morgan Chase
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Morgan Stanley
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PGH
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CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
DCM
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C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return

B. Riley Financial's NMFC Position: Q4 2018 in Review

B. Riley Financial sold out of New Mountain Finance (NMFC) in Q4 2018, closing a stake of 30,000 shares — an estimated $405K sold.

B. Riley Financial first reported a position in NMFC in Q4 2016 and held it in 8 quarters. The position peaked at $447K in Q1 2017. 127 funds tracked by Wall St. Rank hold NMFC as of Q4 2018.

  • B. Riley Financial reported no remaining New Mountain Finance position as of Q4 2018 after selling out during the quarter.
  • B. Riley Financial sold 30,000 New Mountain Finance shares in Q4 2018, an estimated $405K.
  • B. Riley Financial first reported a position in New Mountain Finance in Q4 2016 and held it in 8 quarters.
  • B. Riley Financial's New Mountain Finance position peaked at $447K in Q1 2017.
  • 127 funds tracked by Wall St. Rank held New Mountain Finance as of Q4 2018.

Based on B. Riley Financial's 13F filing for Q4 2018, filed 7 Feb 2019.