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Kovack Advisors’s New Mountain Finance NMFC Stock Holding History

Kovack Advisors’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
-13,357
Closed -$190K – 494
2017
Q3 		$190K Hold
13,357
– – 0.06% 319
2017
Q2 		$194K Buy
13,357
+2,940
+28% +$43K 0.06% 339
2017
Q1 		$155K Sell
10,417
-540
-5% -$7.89K 0.06% 276
2016
Q4 		$154K Buy
+10,957
New +$151K 0.07% 238

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MC
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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

Kovack Advisors's NMFC Position: Q4 2017 in Review

Kovack Advisors sold out of New Mountain Finance (NMFC) in Q4 2017, closing a stake of 13,357 shares — an estimated $190K sold.

Kovack Advisors first reported a position in NMFC in Q4 2016 and held it in 4 quarters. The position peaked at $194K in Q2 2017. 139 funds tracked by Wall St. Rank hold NMFC as of Q4 2017.

  • Kovack Advisors reported no remaining New Mountain Finance position as of Q4 2017 after selling out during the quarter.
  • Kovack Advisors sold 13,357 New Mountain Finance shares in Q4 2017, an estimated $190K.
  • Kovack Advisors first reported a position in New Mountain Finance in Q4 2016 and held it in 4 quarters.
  • Kovack Advisors's New Mountain Finance position peaked at $194K in Q2 2017.
  • 139 funds tracked by Wall St. Rank held New Mountain Finance as of Q4 2017.

Based on Kovack Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.