WFG Advisors’s New Mountain Finance NMFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $73K | Sell |
5,050
-12,269
| -71% | -$177K | 0.02% | 611 |
|
|
2017
Q1 | $258K | Buy |
17,319
+4,158
| +32% | +$61.9K | 0.07% | 283 |
|
|
2016
Q4 | $186K | Buy |
13,161
+11,711
| +808% | +$166K | 0.05% | 401 |
|
|
2016
Q3 | $20K | Buy |
+1,450
| New | +$20K | 0.01% | 950 |
|
|
2014
Q1 | – | Sell |
-17,669
| Closed | -$266K | – | 2133 |
|
|
2013
Q4 | $266K | Sell |
17,669
-6,497
| -27% | -$97.8K | 0.04% | 446 |
|
|
2013
Q3 | $348K | Buy |
+24,166
| New | +$348K | 0.05% | 362 |
|