FAN
NMFC icon

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

Financial Advisors 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
2021
Q4 		– Sell
-19,150
Closed -$265K – 148
2021
Q3 		$265K Buy
+19,150
New +$256K 0.06% 126

Other funds holding NMFC

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
RTS
Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return

Financial Advisors Network's NMFC Position: Q4 2021 in Review

Financial Advisors Network sold out of New Mountain Finance (NMFC) in Q4 2021, closing a stake of 19,150 shares — an estimated $265K sold.

Financial Advisors Network first reported a position in NMFC in Q3 2021 and held it in 1 quarter. The position peaked at $265K in Q3 2021. 134 funds tracked by Wall St. Rank hold NMFC as of Q4 2021.

  • Financial Advisors Network reported no remaining New Mountain Finance position as of Q4 2021 after selling out during the quarter.
  • Financial Advisors Network sold 19,150 New Mountain Finance shares in Q4 2021, an estimated $265K.
  • Financial Advisors Network first reported a position in New Mountain Finance in Q3 2021 and held it in 1 quarter.
  • Financial Advisors Network's New Mountain Finance position peaked at $265K in Q3 2021.
  • 134 funds tracked by Wall St. Rank held New Mountain Finance as of Q4 2021.

Based on Financial Advisors Network's 13F filing for Q4 2021, filed 11 Feb 2022.