Monument Capital Management Buys Goldman Sachs BDC Inc, New Mountain Finance Corp, BlackRock TCP Capital Corp, Sells iShares S&P Mid-Cap 400 Growth, Boeing Co, Globe Life Inc

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Apr 14, 2020
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Investment company Monument Capital Management (Current Portfolio) buys Goldman Sachs BDC Inc, New Mountain Finance Corp, BlackRock TCP Capital Corp, sells iShares S&P Mid-Cap 400 Growth, Boeing Co, Globe Life Inc, LyondellBasell Industries NV, Oshkosh Corp during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Monument Capital Management. As of 2020Q1, Monument Capital Management owns 62 stocks with a total value of $130 million. These are the details of the buys and sells.

For the details of Monument Capital Management's stock buys and sells, go to https://www.gurufocus.com/guru/monument+capital+management/current-portfolio/portfolio

These are the top 5 holdings of Monument Capital Management
  1. iShares Core S&P Total U.S. Stock Market (ITOT) - 187,377 shares, 8.25% of the total portfolio. Shares reduced by 1.62%
  2. iShares Core MSCI EAFE (IEFA) - 156,474 shares, 6.01% of the total portfolio. Shares reduced by 1.1%
  3. PowerShares QQQ Trust Ser 1 (QQQ) - 23,918 shares, 3.51% of the total portfolio. Shares added by 1.93%
  4. Invesco S&P 500 Equal Weight (RSP) - 38,520 shares, 2.49% of the total portfolio. Shares reduced by 6.13%
  5. Microsoft Corp (MSFT) - 20,216 shares, 2.45% of the total portfolio. Shares added by 1.13%
Added: Goldman Sachs BDC Inc (GSBD)

Monument Capital Management added to a holding in Goldman Sachs BDC Inc by 24.01%. The purchase prices were between $8.38 and $22.45, with an estimated average price of $19.02. The stock is now traded at around $14.09. The impact to a portfolio due to this purchase was 0.13%. The holding were 72,560 shares as of .

Added: BlackRock TCP Capital Corp (TCPC)

Monument Capital Management added to a holding in BlackRock TCP Capital Corp by 24.63%. The purchase prices were between $4.4 and $14.75, with an estimated average price of $12.49. The stock is now traded at around $8.01. The impact to a portfolio due to this purchase was 0.1%. The holding were 108,610 shares as of .

Added: New Mountain Finance Corp (NMFC)

Monument Capital Management added to a holding in New Mountain Finance Corp by 20.30%. The purchase prices were between $5.15 and $14.44, with an estimated average price of $12.43. The stock is now traded at around $7.66. The impact to a portfolio due to this purchase was 0.1%. The holding were 113,442 shares as of .

Sold Out: iShares S&P Mid-Cap 400 Growth (IJK)

Monument Capital Management sold out a holding in iShares S&P Mid-Cap 400 Growth. The sale prices were between $150.02 and $246.96, with an estimated average price of $219.43.

Sold Out: Boeing Co (BA)

Monument Capital Management sold out a holding in Boeing Co. The sale prices were between $95.01 and $347.45, with an estimated average price of $276.34.

Sold Out: Globe Life Inc (GL)

Monument Capital Management sold out a holding in Globe Life Inc. The sale prices were between $58.15 and $111.16, with an estimated average price of $94.86.

Sold Out: LyondellBasell Industries NV (LYB)

Monument Capital Management sold out a holding in LyondellBasell Industries NV. The sale prices were between $34.9 and $94.48, with an estimated average price of $74.29.

Sold Out: Oshkosh Corp (OSK)

Monument Capital Management sold out a holding in Oshkosh Corp. The sale prices were between $48.78 and $94.68, with an estimated average price of $78.95.

Sold Out: Prudential Financial Inc (PRU)

Monument Capital Management sold out a holding in Prudential Financial Inc. The sale prices were between $39.22 and $97.1, with an estimated average price of $80.2.



Here is the complete portfolio of Monument Capital Management. Also check out:

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3. Monument Capital Management's High Yield stocks
4. Stocks that Monument Capital Management keeps buying