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First Personal Financial Services’s New Mountain Finance NMFC Stock Holding History

First Personal Financial Services’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
2016
Q1 		– Sell
-879
Closed -$11K – 370
2015
Q4 		$11K Buy
+879
New +$12.1K 0.01% 290

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First Personal Financial Services's NMFC Position: Q1 2016 in Review

First Personal Financial Services sold out of New Mountain Finance (NMFC) in Q1 2016, closing a stake of 879 shares — an estimated $11K sold.

First Personal Financial Services first reported a position in NMFC in Q4 2015 and held it in 1 quarter. The position peaked at $11K in Q4 2015. 107 funds tracked by Wall St. Rank hold NMFC as of Q1 2016.

  • First Personal Financial Services reported no remaining New Mountain Finance position as of Q1 2016 after selling out during the quarter.
  • First Personal Financial Services sold 879 New Mountain Finance shares in Q1 2016, an estimated $11K.
  • First Personal Financial Services first reported a position in New Mountain Finance in Q4 2015 and held it in 1 quarter.
  • First Personal Financial Services's New Mountain Finance position peaked at $11K in Q4 2015.
  • 107 funds tracked by Wall St. Rank held New Mountain Finance as of Q1 2016.

Based on First Personal Financial Services's 13F filing for Q1 2016, filed 11 May 2016.