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Pinnacle Summer Investments’s New Mountain Finance NMFC Stock Holding History

Pinnacle Summer Investments’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
2015
Q4 		$7K Hold
500
– – ﹤0.01% 589
2015
Q3 		$7K Hold
500
– – ﹤0.01% 798
2015
Q2 		$7K Hold
500
– – ﹤0.01% 578
2015
Q1 		$7K Hold
500
– – ﹤0.01% 830
2014
Q4 		$7K Hold
500
– – ﹤0.01% 854
2014
Q3 		$7K Buy
+500
New +$7.47K ﹤0.01% 864

Other funds holding NMFC

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Aviva
Aviva London, United Kingdom $59.6B AUM 28.44% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RTS
Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return

Pinnacle Summer Investments's NMFC Position: Q4 2015 in Review

Pinnacle Summer Investments held its New Mountain Finance (NMFC) position steady in Q4 2015 at 500 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #589.

Pinnacle Summer Investments first reported a position in NMFC in Q3 2014 and has held it in 6 quarters since. 104 funds tracked by Wall St. Rank hold NMFC as of Q4 2015.

  • Pinnacle Summer Investments held 500 shares of New Mountain Finance worth $7K as of Q4 2015.
  • Pinnacle Summer Investments left its New Mountain Finance share count unchanged in Q4 2015.
  • New Mountain Finance made up ﹤0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #589 holding.
  • Pinnacle Summer Investments first reported a position in New Mountain Finance in Q3 2014 and has held it in 6 quarters since.
  • 104 funds tracked by Wall St. Rank held New Mountain Finance as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.