GRP
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Global Retirement Partners’s New Mountain Finance NMFC Stock Holding History

Global Retirement Partners’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
2019
Q2 		– Sell
-260
Closed -$4K – 1668
2019
Q1 		$4K Hold
260
– – ﹤0.01% 1298
2018
Q4 		$3K Sell
260
-393
-60% -$5.2K ﹤0.01% 1279
2018
Q3 		$9K Buy
653
+393
+151% +$5.44K ﹤0.01% 1070
2018
Q2 		$4K Hold
260
– – ﹤0.01% 1253
2018
Q1 		$3K Hold
260
– – ﹤0.01% 1272
2017
Q4 		$4K Hold
260
– – ﹤0.01% 1170
2017
Q3 		$4K Hold
260
– – ﹤0.01% 1045
2017
Q2 		$4K Sell
260
-124
-32% -$1.81K ﹤0.01% 982
2017
Q1 		$6K Hold
384
– – ﹤0.01% 875
2016
Q4 		$5K Buy
+384
New +$5.3K ﹤0.01% 850

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RTS
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Arrowstreet Capital
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PCM
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CIM
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MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Global Retirement Partners's NMFC Position: Q2 2019 in Review

Global Retirement Partners sold out of New Mountain Finance (NMFC) in Q2 2019, closing a stake of 260 shares — an estimated $4K sold.

Global Retirement Partners first reported a position in NMFC in Q4 2016 and held it in 10 quarters. The position peaked at $9K in Q3 2018. 143 funds tracked by Wall St. Rank hold NMFC as of Q2 2019.

  • Global Retirement Partners reported no remaining New Mountain Finance position as of Q2 2019 after selling out during the quarter.
  • Global Retirement Partners sold 260 New Mountain Finance shares in Q2 2019, an estimated $4K.
  • Global Retirement Partners first reported a position in New Mountain Finance in Q4 2016 and held it in 10 quarters.
  • Global Retirement Partners's New Mountain Finance position peaked at $9K in Q3 2018.
  • 143 funds tracked by Wall St. Rank held New Mountain Finance as of Q2 2019.

Based on Global Retirement Partners's 13F filing for Q2 2019, filed 19 Nov 2019.