Baird’s New Mountain Finance NMFC Stock Holding History

Baird’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
2015 Q1	$161K	Buy	+11,054	New	+$162K	﹤0.01%	1247

Other funds holding NMFC

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

SBK

Steven B. Klinsky $220M AUM 4.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

LCP

Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return

Aviva London, United Kingdom $59.6B AUM 28.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

RTS

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

Baird's NMFC Position: Q1 2015 in Review

Baird opened a new position in New Mountain Finance (NMFC) in Q1 2015: 11,054 shares worth $161K. The stake represents ﹤0.01% of the portfolio and ranks #1247 among its holdings.

95 funds tracked by Wall St. Rank hold NMFC as of Q1 2015.

Baird held 11,054 shares of New Mountain Finance worth $161K as of Q1 2015.
New Mountain Finance was a new Baird position in Q1 2015.
New Mountain Finance made up ﹤0.01% of Baird's portfolio in Q1 2015, its #1247 holding.
95 funds tracked by Wall St. Rank held New Mountain Finance as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.