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Lenox Wealth Advisors’s New Mountain Finance NMFC Stock Holding History

Lenox Wealth 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
2019
Q4 		– Sell
-1,897
Closed -$26K – 789
2019
Q3 		$26K Buy
+1,897
New +$25.9K ﹤0.01% 248

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PGH
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Lenox Wealth Advisors's NMFC Position: Q4 2019 in Review

Lenox Wealth Advisors sold out of New Mountain Finance (NMFC) in Q4 2019, closing a stake of 1,897 shares — an estimated $26K sold.

Lenox Wealth Advisors first reported a position in NMFC in Q3 2019 and held it in 1 quarter. The position peaked at $26K in Q3 2019. 165 funds tracked by Wall St. Rank hold NMFC as of Q4 2019.

  • Lenox Wealth Advisors reported no remaining New Mountain Finance position as of Q4 2019 after selling out during the quarter.
  • Lenox Wealth Advisors sold 1,897 New Mountain Finance shares in Q4 2019, an estimated $26K.
  • Lenox Wealth Advisors first reported a position in New Mountain Finance in Q3 2019 and held it in 1 quarter.
  • Lenox Wealth Advisors's New Mountain Finance position peaked at $26K in Q3 2019.
  • 165 funds tracked by Wall St. Rank held New Mountain Finance as of Q4 2019.

Based on Lenox Wealth Advisors's 13F filing for Q4 2019, filed 6 Jan 2020.