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Avalon Investment & Advisory’s Prospect Capital PSEC Stock Holding History

Avalon Investment & Advisory’s Portfolio PSEC Stock Details PSEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-47,211
Closed -$383K – 389
2017
Q2 		$383K Buy
+47,211
New +$405K 0.01% 348

Other funds holding PSEC

MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Avalon Investment & Advisory's PSEC Position: Q3 2017 in Review

Avalon Investment & Advisory sold out of Prospect Capital (PSEC) in Q3 2017, closing a stake of 47,211 shares — an estimated $383K sold.

Avalon Investment & Advisory first reported a position in PSEC in Q2 2017 and held it in 1 quarter. The position peaked at $383K in Q2 2017. 210 funds tracked by Wall St. Rank hold PSEC as of Q3 2017.

  • Avalon Investment & Advisory reported no remaining Prospect Capital position as of Q3 2017 after selling out during the quarter.
  • Avalon Investment & Advisory sold 47,211 Prospect Capital shares in Q3 2017, an estimated $383K.
  • Avalon Investment & Advisory first reported a position in Prospect Capital in Q2 2017 and held it in 1 quarter.
  • Avalon Investment & Advisory's Prospect Capital position peaked at $383K in Q2 2017.
  • 210 funds tracked by Wall St. Rank held Prospect Capital as of Q3 2017.

Based on Avalon Investment & Advisory's 13F filing for Q3 2017, filed 14 Nov 2017.