Wealthcare Advisory Partners’s New Mountain Finance NMFC Stock Holding History

Wealthcare Advisory 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
2020 Q2	–	Sell	-76	Closed	-$1K	–	1006
2020 Q1	$1K	Hold	76	–	–	﹤0.01%	1416
2019 Q4	$1K	Hold	76	–	–	﹤0.01%	1335
2019 Q3	$1K	Hold	76	–	–	﹤0.01%	1294
2019 Q2	$1K	Hold	76	–	–	﹤0.01%	1263
2019 Q1	$1K	Hold	76	–	–	﹤0.01%	1164
2018 Q4	$1K	Hold	76	–	–	﹤0.01%	1151
2018 Q3	$1K	Hold	76	–	–	﹤0.01%	1185
2018 Q2	$0	Hold	76	–	–	﹤0.01%	1285
2018 Q1	$1K	Hold	76	–	–	﹤0.01%	1019
2017 Q4	$1K	Hold	76	–	–	﹤0.01%	1013
2017 Q3	$1K	Buy	+76	New	+$1.08K	﹤0.01%	832

Other funds holding NMFC

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RTS

Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return

DCM

Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCIM

Spring Creek Investment Management Philadelphia, Pennsylvania $42.3M AUM 31.86% 1-Year Est. Return

Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Wealthcare Advisory Partners's NMFC Position: Q2 2020 in Review

Wealthcare Advisory Partners sold out of New Mountain Finance (NMFC) in Q2 2020, closing a stake of 76 shares — an estimated $1K sold.

Wealthcare Advisory Partners first reported a position in NMFC in Q3 2017 and held it in 11 quarters. The position peaked at $1K in Q1 2020. 136 funds tracked by Wall St. Rank hold NMFC as of Q2 2020.

Wealthcare Advisory Partners reported no remaining New Mountain Finance position as of Q2 2020 after selling out during the quarter.
Wealthcare Advisory Partners sold 76 New Mountain Finance shares in Q2 2020, an estimated $1K.
Wealthcare Advisory Partners first reported a position in New Mountain Finance in Q3 2017 and held it in 11 quarters.
Wealthcare Advisory Partners's New Mountain Finance position peaked at $1K in Q1 2020.
136 funds tracked by Wall St. Rank held New Mountain Finance as of Q2 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2020, filed 29 Jul 2020.