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Prime Capital Investment Advisors’s New Mountain Finance NMFC Stock Holding History

Prime Capital Investment 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
2018
Q3 		– Sell
-3,595
Closed -$49K – 324
2018
Q2 		$49K Hold
3,595
– – 0.02% 202
2018
Q1 		$47K Hold
3,595
– – 0.03% 165
2017
Q4 		$49K Buy
+3,595
New +$50.7K 0.04% 162

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LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.35B AUM 27.53% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Prime Capital Investment Advisors's NMFC Position: Q3 2018 in Review

Prime Capital Investment Advisors sold out of New Mountain Finance (NMFC) in Q3 2018, closing a stake of 3,595 shares — an estimated $49K sold.

Prime Capital Investment Advisors first reported a position in NMFC in Q4 2017 and held it in 3 quarters. The position peaked at $49K in Q2 2018. 133 funds tracked by Wall St. Rank hold NMFC as of Q3 2018.

  • Prime Capital Investment Advisors reported no remaining New Mountain Finance position as of Q3 2018 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 3,595 New Mountain Finance shares in Q3 2018, an estimated $49K.
  • Prime Capital Investment Advisors first reported a position in New Mountain Finance in Q4 2017 and held it in 3 quarters.
  • Prime Capital Investment Advisors's New Mountain Finance position peaked at $49K in Q2 2018.
  • 133 funds tracked by Wall St. Rank held New Mountain Finance as of Q3 2018.

Based on Prime Capital Investment Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.