ZIM
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Zacks Investment Management’s New Mountain Finance NMFC Stock Holding History

Zacks Investment 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
2016
Q3 		– Sell
-16,824
Closed -$217K – 698
2016
Q2 		$217K Buy
+16,824
New +$210K 0.01% 550

Other funds holding NMFC

Wells Fargo
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
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Aviva
Aviva London, United Kingdom $59.6B AUM 28.44% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Zacks Investment Management's NMFC Position: Q3 2016 in Review

Zacks Investment Management sold out of New Mountain Finance (NMFC) in Q3 2016, closing a stake of 16,824 shares — an estimated $217K sold.

Zacks Investment Management first reported a position in NMFC in Q2 2016 and held it in 1 quarter. The position peaked at $217K in Q2 2016. 115 funds tracked by Wall St. Rank hold NMFC as of Q3 2016.

  • Zacks Investment Management reported no remaining New Mountain Finance position as of Q3 2016 after selling out during the quarter.
  • Zacks Investment Management sold 16,824 New Mountain Finance shares in Q3 2016, an estimated $217K.
  • Zacks Investment Management first reported a position in New Mountain Finance in Q2 2016 and held it in 1 quarter.
  • Zacks Investment Management's New Mountain Finance position peaked at $217K in Q2 2016.
  • 115 funds tracked by Wall St. Rank held New Mountain Finance as of Q3 2016.

Based on Zacks Investment Management's 13F filing for Q3 2016, filed 14 Nov 2016.