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Next Financial Group’s New Mountain Finance NMFC Stock Holding History

Next Financial Group’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
2021
Q1 		– Sell
-25
Closed – – 2605
2020
Q4 		$0 Hold
25
– – ﹤0.01% 2390
2020
Q3 		$0 Buy
+25
New +$241 ﹤0.01% 2200
2020
Q2 		– Sell
-25
Closed – – 1436
2020
Q1 		$0 Hold
25
– – ﹤0.01% 2311
2019
Q4 		$0 Buy
+25
New +$338 ﹤0.01% 2485
2017
Q1 		– Sell
-500
Closed -$7K – 2144
2016
Q4 		$7K Hold
500
– – ﹤0.01% 1815
2016
Q3 		$7K Buy
+500
New +$6.84K ﹤0.01% 1812
2015
Q2 		– Sell
-983
Closed -$14K – 1915
2015
Q1 		$14K Buy
+983
New +$14.4K ﹤0.01% 1131
2014
Q4 		– Sell
-500
Closed -$7K – 2188
2014
Q3 		$7K Buy
+500
New +$7.47K ﹤0.01% 1936

Other funds holding NMFC

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RTS
Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Next Financial Group's NMFC Position: Q1 2021 in Review

Next Financial Group sold out of New Mountain Finance (NMFC) in Q1 2021, closing a stake of 25 shares.

Next Financial Group first reported a position in NMFC in Q3 2014 and held it in 8 quarters. The position peaked at $14K in Q1 2015. 131 funds tracked by Wall St. Rank hold NMFC as of Q1 2021.

  • Next Financial Group reported no remaining New Mountain Finance position as of Q1 2021 after selling out during the quarter.
  • Next Financial Group sold 25 New Mountain Finance shares in Q1 2021.
  • Next Financial Group first reported a position in New Mountain Finance in Q3 2014 and held it in 8 quarters.
  • Next Financial Group's New Mountain Finance position peaked at $14K in Q1 2015.
  • 131 funds tracked by Wall St. Rank held New Mountain Finance as of Q1 2021.

Based on Next Financial Group's 13F filing for Q1 2021, filed 16 Apr 2021.