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Princeton Alpha Management’s New Mountain Finance NMFC Stock Holding History

Princeton Alpha Management’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
2017
Q2 		– Sell
-27,332
Closed -$407K – 257
2017
Q1 		$407K Buy
27,332
+11,941
+78% +$174K 0.14% 258
2016
Q4 		$217K Sell
15,391
-16,251
-51% -$224K 0.04% 579
2016
Q3 		$435K Buy
31,642
+10,561
+50% +$144K 0.08% 362
2016
Q2 		$272K Sell
21,081
-16,313
-44% -$203K 0.05% 560
2016
Q1 		$473K Buy
+37,394
New +$454K 0.08% 362

Other funds holding NMFC

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RTS
Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return
Aviva
Aviva London, United Kingdom $59.6B AUM 28.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

Princeton Alpha Management's NMFC Position: Q2 2017 in Review

Princeton Alpha Management sold out of New Mountain Finance (NMFC) in Q2 2017, closing a stake of 27,332 shares — an estimated $407K sold.

Princeton Alpha Management first reported a position in NMFC in Q1 2016 and held it in 5 quarters. The position peaked at $473K in Q1 2016. 126 funds tracked by Wall St. Rank hold NMFC as of Q2 2017.

  • Princeton Alpha Management reported no remaining New Mountain Finance position as of Q2 2017 after selling out during the quarter.
  • Princeton Alpha Management sold 27,332 New Mountain Finance shares in Q2 2017, an estimated $407K.
  • Princeton Alpha Management first reported a position in New Mountain Finance in Q1 2016 and held it in 5 quarters.
  • Princeton Alpha Management's New Mountain Finance position peaked at $473K in Q1 2016.
  • 126 funds tracked by Wall St. Rank held New Mountain Finance as of Q2 2017.

Based on Princeton Alpha Management's 13F filing for Q2 2017.