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Tradition Wealth Management’s New Mountain Finance NMFC Stock Holding History

Tradition Wealth 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
2021
Q1 		– Sell
-522
Closed -$6K – 946
2020
Q4 		$6K Buy
+522
New +$5.61K ﹤0.01% 830

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DCM
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C
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HighTower Advisors
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Tradition Wealth Management's NMFC Position: Q1 2021 in Review

Tradition Wealth Management sold out of New Mountain Finance (NMFC) in Q1 2021, closing a stake of 522 shares — an estimated $6K sold.

Tradition Wealth Management first reported a position in NMFC in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 131 funds tracked by Wall St. Rank hold NMFC as of Q1 2021.

  • Tradition Wealth Management reported no remaining New Mountain Finance position as of Q1 2021 after selling out during the quarter.
  • Tradition Wealth Management sold 522 New Mountain Finance shares in Q1 2021, an estimated $6K.
  • Tradition Wealth Management first reported a position in New Mountain Finance in Q4 2020 and held it in 1 quarter.
  • Tradition Wealth Management's New Mountain Finance position peaked at $6K in Q4 2020.
  • 131 funds tracked by Wall St. Rank held New Mountain Finance as of Q1 2021.

Based on Tradition Wealth Management's 13F filing for Q1 2021, filed 14 May 2021.