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Foundations Investment Advisors’s New Mountain Finance NMFC Stock Holding History

Foundations Investment 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
2020
Q2 		– Sell
-54,631
Closed -$326K – 172
2020
Q1 		$326K Buy
54,631
+10,564
+24% +$130K 0.04% 89
2019
Q4 		$614K Buy
+44,067
New +$597K 0.08% 86

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RTS
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DCM
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LSV Asset Management
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCIM
Spring Creek Investment Management Philadelphia, Pennsylvania $42.3M AUM 31.86% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Foundations Investment Advisors's NMFC Position: Q2 2020 in Review

Foundations Investment Advisors sold out of New Mountain Finance (NMFC) in Q2 2020, closing a stake of 54,631 shares — an estimated $326K sold.

Foundations Investment Advisors first reported a position in NMFC in Q4 2019 and held it in 2 quarters. The position peaked at $614K in Q4 2019. 136 funds tracked by Wall St. Rank hold NMFC as of Q2 2020.

  • Foundations Investment Advisors reported no remaining New Mountain Finance position as of Q2 2020 after selling out during the quarter.
  • Foundations Investment Advisors sold 54,631 New Mountain Finance shares in Q2 2020, an estimated $326K.
  • Foundations Investment Advisors first reported a position in New Mountain Finance in Q4 2019 and held it in 2 quarters.
  • Foundations Investment Advisors's New Mountain Finance position peaked at $614K in Q4 2019.
  • 136 funds tracked by Wall St. Rank held New Mountain Finance as of Q2 2020.

Based on Foundations Investment Advisors's 13F filing for Q2 2020, filed 8 Jul 2020.