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Bellwether Investment Group’s Prospect Capital PSEC Stock Holding History

Bellwether Investment Group’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
Q2 		– Sell
-989
Closed -$9K – 481
2017
Q1 		$9K Hold
989
– – 0.02% 522
2016
Q4 		$8K Buy
+989
New +$7.94K 0.01% 700
2016
Q2 		$8K Buy
+989
New +$7.45K 0.01% 435

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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Bellwether Investment Group's PSEC Position: Q2 2017 in Review

Bellwether Investment Group sold out of Prospect Capital (PSEC) in Q2 2017, closing a stake of 989 shares — an estimated $9K sold.

Bellwether Investment Group first reported a position in PSEC in Q2 2016 and held it in 3 quarters. The position peaked at $9K in Q1 2017. 213 funds tracked by Wall St. Rank hold PSEC as of Q2 2017.

  • Bellwether Investment Group reported no remaining Prospect Capital position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 989 Prospect Capital shares in Q2 2017, an estimated $9K.
  • Bellwether Investment Group first reported a position in Prospect Capital in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Prospect Capital position peaked at $9K in Q1 2017.
  • 213 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.