RA
NMFC icon

Rational Advisors’s New Mountain Finance NMFC Stock Holding History

Rational 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
2013
Q4 		$308K Hold
20,500
– – 0.03% 415
2013
Q3 		$295K Buy
+20,500
New +$298K 0.02% 461

Other funds holding NMFC

SBK
Steven B. Klinsky $220M AUM 4.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return

Rational Advisors's NMFC Position: Q4 2013 in Review

Rational Advisors held its New Mountain Finance (NMFC) position steady in Q4 2013 at 20,500 shares worth $308K. The position accounts for 0.03% of the portfolio, ranked #415.

Rational Advisors first reported a position in NMFC in Q3 2013 and has held it in 2 quarters since. 110 funds tracked by Wall St. Rank hold NMFC as of Q4 2013.

  • Rational Advisors held 20,500 shares of New Mountain Finance worth $308K as of Q4 2013.
  • Rational Advisors left its New Mountain Finance share count unchanged in Q4 2013.
  • New Mountain Finance made up 0.03% of Rational Advisors's portfolio in Q4 2013, its #415 holding.
  • Rational Advisors first reported a position in New Mountain Finance in Q3 2013 and has held it in 2 quarters since.
  • 110 funds tracked by Wall St. Rank held New Mountain Finance as of Q4 2013.

Based on Rational Advisors's 13F filing for Q4 2013, filed 17 Feb 2015.