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Doyle Wealth Management’s New Mountain Finance NMFC Stock Holding History

Doyle Wealth Management’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
Q1 		– Sell
-400
Closed -$5K – 544
2018
Q4 		$5K Buy
+400
New +$5.29K ﹤0.01% 722

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Doyle Wealth Management's NMFC Position: Q1 2019 in Review

Doyle Wealth Management sold out of New Mountain Finance (NMFC) in Q1 2019, closing a stake of 400 shares — an estimated $5K sold.

Doyle Wealth Management first reported a position in NMFC in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 138 funds tracked by Wall St. Rank hold NMFC as of Q1 2019.

  • Doyle Wealth Management reported no remaining New Mountain Finance position as of Q1 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 400 New Mountain Finance shares in Q1 2019, an estimated $5K.
  • Doyle Wealth Management first reported a position in New Mountain Finance in Q4 2018 and held it in 1 quarter.
  • Doyle Wealth Management's New Mountain Finance position peaked at $5K in Q4 2018.
  • 138 funds tracked by Wall St. Rank held New Mountain Finance as of Q1 2019.

Based on Doyle Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.