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Gupta Wealth Management’s New Mountain Finance NMFC Stock Holding History

Gupta Wealth Management’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
2015
Q4 		– Sell
-6,810
Closed -$93K – 1322
2015
Q3 		$93K Hold
6,810
– – 0.02% 347
2015
Q2 		$99K Hold
6,810
– – 0.02% 349
2015
Q1 		$99K Buy
+6,810
New +$99.9K 0.03% 306

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Aviva
Aviva London, United Kingdom $67.9B AUM 39.2% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
RTS
Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return

Gupta Wealth Management's NMFC Position: Q4 2015 in Review

Gupta Wealth Management sold out of New Mountain Finance (NMFC) in Q4 2015, closing a stake of 6,810 shares — an estimated $93K sold.

Gupta Wealth Management first reported a position in NMFC in Q1 2015 and held it in 3 quarters. The position peaked at $99K in Q2 2015. 104 funds tracked by Wall St. Rank hold NMFC as of Q4 2015.

  • Gupta Wealth Management reported no remaining New Mountain Finance position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 6,810 New Mountain Finance shares in Q4 2015, an estimated $93K.
  • Gupta Wealth Management first reported a position in New Mountain Finance in Q1 2015 and held it in 3 quarters.
  • Gupta Wealth Management's New Mountain Finance position peaked at $99K in Q2 2015.
  • 104 funds tracked by Wall St. Rank held New Mountain Finance as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.