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Realta Investment Advisors’s New Mountain Finance NMFC Stock Holding History

Realta 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
2019
Q4 		– Sell
-39
Closed -$1K – 1648
2019
Q3 		$1K Sell
39
-39
-50% -$532 ﹤0.01% 1561
2019
Q2 		$1K Buy
+78
New +$1.09K ﹤0.01% 1638

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JP Morgan Chase
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RTS
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Arrowstreet Capital
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PCM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PGH
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CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Realta Investment Advisors's NMFC Position: Q4 2019 in Review

Realta Investment Advisors sold out of New Mountain Finance (NMFC) in Q4 2019, closing a stake of 39 shares — an estimated $1K sold.

Realta Investment Advisors first reported a position in NMFC in Q2 2019 and held it in 2 quarters. The position peaked at $1K in Q3 2019. 165 funds tracked by Wall St. Rank hold NMFC as of Q4 2019.

  • Realta Investment Advisors reported no remaining New Mountain Finance position as of Q4 2019 after selling out during the quarter.
  • Realta Investment Advisors sold 39 New Mountain Finance shares in Q4 2019, an estimated $1K.
  • Realta Investment Advisors first reported a position in New Mountain Finance in Q2 2019 and held it in 2 quarters.
  • Realta Investment Advisors's New Mountain Finance position peaked at $1K in Q3 2019.
  • 165 funds tracked by Wall St. Rank held New Mountain Finance as of Q4 2019.

Based on Realta Investment Advisors's 13F filing for Q4 2019, filed 5 Feb 2020.