CBA
NMFC icon

Coastal Bridge Advisors’s New Mountain Finance NMFC Stock Holding History

Coastal Bridge 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
-11,655
Closed -$79K – 157
2020
Q1 		$79K Buy
+11,655
New +$144K 0.03% 134
2019
Q4 		– Sell
-10,910
Closed -$149K – 143
2019
Q3 		$149K Buy
+10,910
New +$149K 0.05% 141

Other funds holding NMFC

Wells Fargo
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
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Coastal Bridge Advisors's NMFC Position: Q2 2020 in Review

Coastal Bridge Advisors sold out of New Mountain Finance (NMFC) in Q2 2020, closing a stake of 11,655 shares — an estimated $79K sold.

Coastal Bridge Advisors first reported a position in NMFC in Q3 2019 and held it in 2 quarters. The position peaked at $149K in Q3 2019. 136 funds tracked by Wall St. Rank hold NMFC as of Q2 2020.

  • Coastal Bridge Advisors reported no remaining New Mountain Finance position as of Q2 2020 after selling out during the quarter.
  • Coastal Bridge Advisors sold 11,655 New Mountain Finance shares in Q2 2020, an estimated $79K.
  • Coastal Bridge Advisors first reported a position in New Mountain Finance in Q3 2019 and held it in 2 quarters.
  • Coastal Bridge Advisors's New Mountain Finance position peaked at $149K in Q3 2019.
  • 136 funds tracked by Wall St. Rank held New Mountain Finance as of Q2 2020.

Based on Coastal Bridge Advisors's 13F filing for Q2 2020, filed 11 Aug 2020.