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Financial Architects (New Jersey)’s New Mountain Finance NMFC Stock Holding History

Financial Architects (New Jersey)’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
2020
Q1 		– Sell
-200
Closed -$3K – 897
2019
Q4 		$3K Sell
200
-1,000
-83% -$13.5K ﹤0.01% 812
2019
Q3 		$16K Buy
1,200
+200
+20% +$2.73K ﹤0.01% 640
2019
Q2 		$14K Hold
1,000
– – ﹤0.01% 807
2019
Q1 		$14K Buy
+1,000
New +$13.6K ﹤0.01% 1008

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Morgan Stanley
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SCIM
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PCM
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C
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Financial Architects (New Jersey)'s NMFC Position: Q1 2020 in Review

Financial Architects (New Jersey) sold out of New Mountain Finance (NMFC) in Q1 2020, closing a stake of 200 shares — an estimated $3K sold.

Financial Architects (New Jersey) first reported a position in NMFC in Q1 2019 and held it in 4 quarters. The position peaked at $16K in Q3 2019. 154 funds tracked by Wall St. Rank hold NMFC as of Q1 2020.

  • Financial Architects (New Jersey) reported no remaining New Mountain Finance position as of Q1 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 200 New Mountain Finance shares in Q1 2020, an estimated $3K.
  • Financial Architects (New Jersey) first reported a position in New Mountain Finance in Q1 2019 and held it in 4 quarters.
  • Financial Architects (New Jersey)'s New Mountain Finance position peaked at $16K in Q3 2019.
  • 154 funds tracked by Wall St. Rank held New Mountain Finance as of Q1 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2020, filed 7 May 2020.