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Principal Street Partners’s New Mountain Finance NMFC Stock Holding History

Principal Street Partners’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
2020
Q1 		– Sell
-98,790
Closed -$1.36M – 170
2019
Q4 		$1.36M Buy
98,790
+2,200
+2% +$29.8K 0.3% 57
2019
Q3 		$1.32M Buy
96,590
+2,176
+2% +$29.7K 0.33% 56
2019
Q2 		$1.32M Buy
+94,414
New +$1.32M 0.73% 52

Other funds holding NMFC

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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return
RTS
Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCIM
Spring Creek Investment Management Philadelphia, Pennsylvania $42.3M AUM 31.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return

Principal Street Partners's NMFC Position: Q1 2020 in Review

Principal Street Partners sold out of New Mountain Finance (NMFC) in Q1 2020, closing a stake of 98,790 shares — an estimated $1.36M sold.

Principal Street Partners first reported a position in NMFC in Q2 2019 and held it in 3 quarters. The position peaked at $1.36M in Q4 2019. 154 funds tracked by Wall St. Rank hold NMFC as of Q1 2020.

  • Principal Street Partners reported no remaining New Mountain Finance position as of Q1 2020 after selling out during the quarter.
  • Principal Street Partners sold 98,790 New Mountain Finance shares in Q1 2020, an estimated $1.36M.
  • Principal Street Partners first reported a position in New Mountain Finance in Q2 2019 and held it in 3 quarters.
  • Principal Street Partners's New Mountain Finance position peaked at $1.36M in Q4 2019.
  • 154 funds tracked by Wall St. Rank held New Mountain Finance as of Q1 2020.

Based on Principal Street Partners's 13F filing for Q1 2020, filed 14 May 2020.