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Elevated Capital Advisors’s New Mountain Finance NMFC Stock Holding History

Elevated Capital 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
2019
Q4 		$1.66M Buy
+120,568
New +$1.63M 1.84% 13
2019
Q1 		$1.82M Buy
+251,321
New +$3.42M 1.2% 27

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DCM
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JP Morgan Chase
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RTS
Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $2.3B AUM 29.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.47B AUM 8.59% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Elevated Capital Advisors's NMFC Position: Q4 2019 in Review

Elevated Capital Advisors opened a new position in New Mountain Finance (NMFC) in Q4 2019: 120,568 shares worth $1.66M. The stake represents 1.84% of the portfolio and ranks #13 among its holdings. This is a return to the name: Elevated Capital Advisors previously reported a position in NMFC as recently as Q1 2019.

Elevated Capital Advisors first reported a position in NMFC in Q1 2019 and has held it in 2 quarters since. The position peaked at $1.82M in Q1 2019. 165 funds tracked by Wall St. Rank hold NMFC as of Q4 2019.

  • Elevated Capital Advisors held 120,568 shares of New Mountain Finance worth $1.66M as of Q4 2019.
  • New Mountain Finance was a new Elevated Capital Advisors position in Q4 2019.
  • New Mountain Finance made up 1.84% of Elevated Capital Advisors's portfolio in Q4 2019, its #13 holding.
  • Elevated Capital Advisors first reported a position in New Mountain Finance in Q1 2019 and has held it in 2 quarters since.
  • Elevated Capital Advisors's New Mountain Finance position peaked at $1.82M in Q1 2019.
  • 165 funds tracked by Wall St. Rank held New Mountain Finance as of Q4 2019.

Based on Elevated Capital Advisors's 13F filing for Q4 2019, filed 6 Feb 2020.