BWFA
PSEC icon

Baltimore-Washington Financial Advisors’s Prospect Capital PSEC Stock Holding History

Baltimore-Washington Financial Advisors’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
2015
Q2 		– Sell
-100
Closed -$1K – 268
2015
Q1 		$1K Buy
+100
New +$854 ﹤0.01% 287

Other funds holding PSEC

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Baltimore-Washington Financial Advisors's PSEC Position: Q2 2015 in Review

Baltimore-Washington Financial Advisors sold out of Prospect Capital (PSEC) in Q2 2015, closing a stake of 100 shares — an estimated $1K sold.

Baltimore-Washington Financial Advisors first reported a position in PSEC in Q1 2015 and held it in 1 quarter. The position peaked at $1K in Q1 2015. 204 funds tracked by Wall St. Rank hold PSEC as of Q2 2015.

  • Baltimore-Washington Financial Advisors reported no remaining Prospect Capital position as of Q2 2015 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 100 Prospect Capital shares in Q2 2015, an estimated $1K.
  • Baltimore-Washington Financial Advisors first reported a position in Prospect Capital in Q1 2015 and held it in 1 quarter.
  • Baltimore-Washington Financial Advisors's Prospect Capital position peaked at $1K in Q1 2015.
  • 204 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2015.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2015, filed 15 Jul 2015.