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Personal Capital Advisors’s New Mountain Finance NMFC Stock Holding History

Personal Capital 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
2022
Q4 		$275K Hold
22,206
– – ﹤0.01% 403
2022
Q3 		$256K Hold
22,206
– – ﹤0.01% 392
2022
Q2 		$264K Hold
22,206
– – ﹤0.01% 373
2022
Q1 		$308K Hold
22,206
– – ﹤0.01% 382
2021
Q4 		$304K Buy
+22,206
New +$304K ﹤0.01% 438

Other funds holding NMFC

Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $854M AUM 21.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $2.3B AUM 29.92% 1-Year Est. Return

Personal Capital Advisors's NMFC Position: Q4 2022 in Review

Personal Capital Advisors held its New Mountain Finance (NMFC) position steady in Q4 2022 at 22,206 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

Personal Capital Advisors first reported a position in NMFC in Q4 2021 and has held it in 5 quarters since. The position peaked at $308K in Q1 2022. 159 funds tracked by Wall St. Rank hold NMFC as of Q4 2022.

  • Personal Capital Advisors held 22,206 shares of New Mountain Finance worth $275K as of Q4 2022.
  • Personal Capital Advisors left its New Mountain Finance share count unchanged in Q4 2022.
  • New Mountain Finance made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #403 holding.
  • Personal Capital Advisors first reported a position in New Mountain Finance in Q4 2021 and has held it in 5 quarters since.
  • Personal Capital Advisors's New Mountain Finance position peaked at $308K in Q1 2022.
  • 159 funds tracked by Wall St. Rank held New Mountain Finance as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.