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Plante Moran Financial Advisors’s New Mountain Finance NMFC Stock Holding History

Plante Moran Financial 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
2021
Q4 		– Sell
-1,000
Closed -$13K – 1066
2021
Q3 		$13K Buy
+1,000
New +$13.4K ﹤0.01% 646

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Plante Moran Financial Advisors's NMFC Position: Q4 2021 in Review

Plante Moran Financial Advisors sold out of New Mountain Finance (NMFC) in Q4 2021, closing a stake of 1,000 shares — an estimated $13K sold.

Plante Moran Financial Advisors first reported a position in NMFC in Q3 2021 and held it in 1 quarter. The position peaked at $13K in Q3 2021. 134 funds tracked by Wall St. Rank hold NMFC as of Q4 2021.

  • Plante Moran Financial Advisors reported no remaining New Mountain Finance position as of Q4 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 1,000 New Mountain Finance shares in Q4 2021, an estimated $13K.
  • Plante Moran Financial Advisors first reported a position in New Mountain Finance in Q3 2021 and held it in 1 quarter.
  • Plante Moran Financial Advisors's New Mountain Finance position peaked at $13K in Q3 2021.
  • 134 funds tracked by Wall St. Rank held New Mountain Finance as of Q4 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.