HI
NMFC icon

Hudock Inc’s New Mountain Finance NMFC Stock Holding History

Hudock Inc’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
2017
Q4 		– Sell
-152
Closed -$2K – 658
2017
Q3 		$2K Buy
152
+1
+0.7% +$14 ﹤0.01% 576
2017
Q2 		$2K Buy
151
+51
+51% +$745 ﹤0.01% 530
2017
Q1 		$1K Buy
+100
New +$1.46K ﹤0.01% 541

Other funds holding NMFC

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
RTS
Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.35B AUM 27.53% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

Hudock Inc's NMFC Position: Q4 2017 in Review

Hudock Inc sold out of New Mountain Finance (NMFC) in Q4 2017, closing a stake of 152 shares — an estimated $2K sold.

Hudock Inc first reported a position in NMFC in Q1 2017 and held it in 3 quarters. The position peaked at $2K in Q3 2017. 139 funds tracked by Wall St. Rank hold NMFC as of Q4 2017.

  • Hudock Inc reported no remaining New Mountain Finance position as of Q4 2017 after selling out during the quarter.
  • Hudock Inc sold 152 New Mountain Finance shares in Q4 2017, an estimated $2K.
  • Hudock Inc first reported a position in New Mountain Finance in Q1 2017 and held it in 3 quarters.
  • Hudock Inc's New Mountain Finance position peaked at $2K in Q3 2017.
  • 139 funds tracked by Wall St. Rank held New Mountain Finance as of Q4 2017.

Based on Hudock Inc's 13F filing for Q4 2017, filed 30 Jan 2018.