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

Endurance 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
2017
Q2 		– Sell
-250
Closed -$4K – 513
2017
Q1 		$4K Hold
250
– – ﹤0.01% 457
2016
Q4 		$4K Hold
250
– – ﹤0.01% 441
2016
Q3 		$3K Hold
250
– – ﹤0.01% 455
2016
Q2 		$3K Hold
250
– – ﹤0.01% 447
2016
Q1 		$3 Hold
250
– – ﹤0.01% 457
2015
Q4 		$3K Buy
+250
New +$3.44K ﹤0.01% 475

Other funds holding NMFC

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RTS
Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return
Aviva
Aviva London, United Kingdom $59.6B AUM 28.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

Endurance Wealth Management's NMFC Position: Q2 2017 in Review

Endurance Wealth Management sold out of New Mountain Finance (NMFC) in Q2 2017, closing a stake of 250 shares — an estimated $4K sold.

Endurance Wealth Management first reported a position in NMFC in Q4 2015 and held it in 6 quarters. The position peaked at $4K in Q1 2017. 126 funds tracked by Wall St. Rank hold NMFC as of Q2 2017.

  • Endurance Wealth Management reported no remaining New Mountain Finance position as of Q2 2017 after selling out during the quarter.
  • Endurance Wealth Management sold 250 New Mountain Finance shares in Q2 2017, an estimated $4K.
  • Endurance Wealth Management first reported a position in New Mountain Finance in Q4 2015 and held it in 6 quarters.
  • Endurance Wealth Management's New Mountain Finance position peaked at $4K in Q1 2017.
  • 126 funds tracked by Wall St. Rank held New Mountain Finance as of Q2 2017.

Based on Endurance Wealth Management's 13F filing for Q2 2017, filed 1 Aug 2017.