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

IHT 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
2018
Q2 		– Sell
-1,500
Closed -$20K – 1029
2018
Q1 		$20K Hold
1,500
– – 0.01% 980
2017
Q4 		$21K Hold
1,500
– – 0.01% 978
2017
Q3 		$21K Sell
1,500
-1,065
-42% -$15.1K 0.01% 766
2017
Q2 		$8 Buy
2,565
+1,065
+71% +$15.6K ﹤0.01% 1021
2017
Q1 		$22K Hold
1,500
– – 0.01% 636
2016
Q4 		$21K Buy
+1,500
New +$20.7K 0.02% 621

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LSV Asset Management
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MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.35B AUM 27.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

IHT Wealth Management's NMFC Position: Q2 2018 in Review

IHT Wealth Management sold out of New Mountain Finance (NMFC) in Q2 2018, closing a stake of 1,500 shares — an estimated $20K sold.

IHT Wealth Management first reported a position in NMFC in Q4 2016 and held it in 6 quarters. The position peaked at $22K in Q1 2017. 134 funds tracked by Wall St. Rank hold NMFC as of Q2 2018.

  • IHT Wealth Management reported no remaining New Mountain Finance position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 1,500 New Mountain Finance shares in Q2 2018, an estimated $20K.
  • IHT Wealth Management first reported a position in New Mountain Finance in Q4 2016 and held it in 6 quarters.
  • IHT Wealth Management's New Mountain Finance position peaked at $22K in Q1 2017.
  • 134 funds tracked by Wall St. Rank held New Mountain Finance as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.