WSTAM
NMFC icon

Wilbanks Smith & Thomas Asset Management’s New Mountain Finance NMFC Stock Holding History

Wilbanks Smith & Thomas Asset 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
2017
Q1 		– Sell
-12,280
Closed -$173K – 339
2016
Q4 		$173K Buy
+12,280
New +$169K 0.02% 297

Other funds holding NMFC

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RTS
Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return
Aviva
Aviva London, United Kingdom $59.6B AUM 28.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's NMFC Position: Q1 2017 in Review

Wilbanks Smith & Thomas Asset Management sold out of New Mountain Finance (NMFC) in Q1 2017, closing a stake of 12,280 shares — an estimated $173K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in NMFC in Q4 2016 and held it in 1 quarter. The position peaked at $173K in Q4 2016. 126 funds tracked by Wall St. Rank hold NMFC as of Q1 2017.

  • Wilbanks Smith & Thomas Asset Management reported no remaining New Mountain Finance position as of Q1 2017 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 12,280 New Mountain Finance shares in Q1 2017, an estimated $173K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in New Mountain Finance in Q4 2016 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's New Mountain Finance position peaked at $173K in Q4 2016.
  • 126 funds tracked by Wall St. Rank held New Mountain Finance as of Q1 2017.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2017, filed 12 May 2017.