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JBF Capital’s New Mountain Finance NMFC Stock Holding History

JBF Capital’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
Q3 		– Sell
-1,000
Closed -$15K – 74
2017
Q2 		$15K Hold
1,000
– – ﹤0.01% 98
2017
Q1 		$15K Buy
+1,000
New +$14.6K ﹤0.01% 101
2016
Q3 		– Sell
-1,000
Closed -$13K – 97
2016
Q2 		$13K Hold
1,000
– – ﹤0.01% 111
2016
Q1 		$13K Hold
1,000
– – ﹤0.01% 124
2015
Q4 		$13K Hold
1,000
– – ﹤0.01% 119
2015
Q3 		$14K Hold
1,000
– – ﹤0.01% 121
2015
Q2 		$14K Hold
1,000
– – ﹤0.01% 95
2015
Q1 		$15K Hold
1,000
– – ﹤0.01% 61
2014
Q4 		$15K Buy
+1,000
New +$14.7K ﹤0.01% 69

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RTS
Round Table Services Westfield, New Jersey $508M AUM 16.36% 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
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

JBF Capital's NMFC Position: Q3 2017 in Review

JBF Capital sold out of New Mountain Finance (NMFC) in Q3 2017, closing a stake of 1,000 shares — an estimated $15K sold.

JBF Capital first reported a position in NMFC in Q4 2014 and held it in 9 quarters. The position peaked at $15K in Q2 2017. 121 funds tracked by Wall St. Rank hold NMFC as of Q3 2017.

  • JBF Capital reported no remaining New Mountain Finance position as of Q3 2017 after selling out during the quarter.
  • JBF Capital sold 1,000 New Mountain Finance shares in Q3 2017, an estimated $15K.
  • JBF Capital first reported a position in New Mountain Finance in Q4 2014 and held it in 9 quarters.
  • JBF Capital's New Mountain Finance position peaked at $15K in Q2 2017.
  • 121 funds tracked by Wall St. Rank held New Mountain Finance as of Q3 2017.

Based on JBF Capital's 13F filing for Q3 2017, filed 13 Nov 2017.