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Cordasco Financial Network’s New Mountain Finance NMFC Stock Holding History

Cordasco Financial Network’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
2019
Q4 		– Sell
-159
Closed -$2K – 469
2019
Q3 		$2K Buy
159
+4
+3% +$55 ﹤0.01% 439
2019
Q2 		$2K Buy
155
+3
+2% +$42 ﹤0.01% 429
2019
Q1 		$2K Buy
+152
New +$2.07K ﹤0.01% 423

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JP Morgan Chase
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RTS
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Arrowstreet Capital
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PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PGH
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CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Cordasco Financial Network's NMFC Position: Q4 2019 in Review

Cordasco Financial Network sold out of New Mountain Finance (NMFC) in Q4 2019, closing a stake of 159 shares — an estimated $2K sold.

Cordasco Financial Network first reported a position in NMFC in Q1 2019 and held it in 3 quarters. The position peaked at $2K in Q3 2019. 165 funds tracked by Wall St. Rank hold NMFC as of Q4 2019.

  • Cordasco Financial Network reported no remaining New Mountain Finance position as of Q4 2019 after selling out during the quarter.
  • Cordasco Financial Network sold 159 New Mountain Finance shares in Q4 2019, an estimated $2K.
  • Cordasco Financial Network first reported a position in New Mountain Finance in Q1 2019 and held it in 3 quarters.
  • Cordasco Financial Network's New Mountain Finance position peaked at $2K in Q3 2019.
  • 165 funds tracked by Wall St. Rank held New Mountain Finance as of Q4 2019.

Based on Cordasco Financial Network's 13F filing for Q4 2019, filed 22 Jan 2020.