LWCFA
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Loring Wolcott & Coolidge Fiduciary Advisors’s New Mountain Finance NMFC Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2020
Q2 		– Sell
-1,175
Closed -$8K – 629
2020
Q1 		$8K Buy
+1,175
New +$14.5K ﹤0.01% 557

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Loring Wolcott & Coolidge Fiduciary Advisors's NMFC Position: Q2 2020 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of New Mountain Finance (NMFC) in Q2 2020, closing a stake of 1,175 shares — an estimated $8K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in NMFC in Q1 2020 and held it in 1 quarter. The position peaked at $8K in Q1 2020. 136 funds tracked by Wall St. Rank hold NMFC as of Q2 2020.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining New Mountain Finance position as of Q2 2020 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 1,175 New Mountain Finance shares in Q2 2020, an estimated $8K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in New Mountain Finance in Q1 2020 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's New Mountain Finance position peaked at $8K in Q1 2020.
  • 136 funds tracked by Wall St. Rank held New Mountain Finance as of Q2 2020.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2020, filed 30 Jul 2020.