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Strategic Wealth Partners’s New Mountain Finance NMFC Stock Holding History

Strategic Wealth 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
2018
Q3 		– Sell
-1,000
Closed -$14K – 678
2018
Q2 		$14K Hold
1,000
– – 0.01% 483
2018
Q1 		$13K Hold
1,000
– – 0.01% 455
2017
Q4 		$15K Buy
+1,000
New +$14.1K 0.01% 417

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Strategic Wealth Partners's NMFC Position: Q3 2018 in Review

Strategic Wealth Partners sold out of New Mountain Finance (NMFC) in Q3 2018, closing a stake of 1,000 shares — an estimated $14K sold.

Strategic Wealth Partners first reported a position in NMFC in Q4 2017 and held it in 3 quarters. The position peaked at $15K in Q4 2017. 133 funds tracked by Wall St. Rank hold NMFC as of Q3 2018.

  • Strategic Wealth Partners reported no remaining New Mountain Finance position as of Q3 2018 after selling out during the quarter.
  • Strategic Wealth Partners sold 1,000 New Mountain Finance shares in Q3 2018, an estimated $14K.
  • Strategic Wealth Partners first reported a position in New Mountain Finance in Q4 2017 and held it in 3 quarters.
  • Strategic Wealth Partners's New Mountain Finance position peaked at $15K in Q4 2017.
  • 133 funds tracked by Wall St. Rank held New Mountain Finance as of Q3 2018.

Based on Strategic Wealth Partners's 13F filing for Q3 2018, filed 6 Dec 2018.