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WealthShield Partners’s New Mountain Finance NMFC Stock Holding History

WealthShield 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
2021
Q2 		– Sell
-522
Closed -$6K – 1016
2021
Q1 		$6K Buy
+522
New +$6.37K ﹤0.01% 927

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WealthShield Partners's NMFC Position: Q2 2021 in Review

WealthShield Partners sold out of New Mountain Finance (NMFC) in Q2 2021, closing a stake of 522 shares — an estimated $6K sold.

WealthShield Partners first reported a position in NMFC in Q1 2021 and held it in 1 quarter. The position peaked at $6K in Q1 2021. 131 funds tracked by Wall St. Rank hold NMFC as of Q2 2021.

  • WealthShield Partners reported no remaining New Mountain Finance position as of Q2 2021 after selling out during the quarter.
  • WealthShield Partners sold 522 New Mountain Finance shares in Q2 2021, an estimated $6K.
  • WealthShield Partners first reported a position in New Mountain Finance in Q1 2021 and held it in 1 quarter.
  • WealthShield Partners's New Mountain Finance position peaked at $6K in Q1 2021.
  • 131 funds tracked by Wall St. Rank held New Mountain Finance as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.