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Royal Fund Management’s New Mountain Finance NMFC Stock Holding History

Royal Fund 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
Q3 		– Sell
-22
Closed – – 502
2017
Q2 		$0 Buy
+22
New +$322 ﹤0.01% 491

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RTS
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CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

Royal Fund Management's NMFC Position: Q3 2017 in Review

Royal Fund Management sold out of New Mountain Finance (NMFC) in Q3 2017, closing a stake of 22 shares.

Royal Fund Management first reported a position in NMFC in Q2 2017 and held it in 1 quarter. The position peaked at $0 in Q2 2017. 121 funds tracked by Wall St. Rank hold NMFC as of Q3 2017.

  • Royal Fund Management reported no remaining New Mountain Finance position as of Q3 2017 after selling out during the quarter.
  • Royal Fund Management sold 22 New Mountain Finance shares in Q3 2017.
  • Royal Fund Management first reported a position in New Mountain Finance in Q2 2017 and held it in 1 quarter.
  • Royal Fund Management's New Mountain Finance position peaked at $0 in Q2 2017.
  • 121 funds tracked by Wall St. Rank held New Mountain Finance as of Q3 2017.

Based on Royal Fund Management's 13F filing for Q3 2017, filed 7 May 2020.