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Cahill Financial Advisors’s Prospect Capital PSEC Stock Holding History

Cahill 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
2014
Q4 		– Sell
-17,441
Closed -$173K – 110
2014
Q3 		$173K Buy
17,441
+1,900
+12% +$20K 0.14% 104
2014
Q2 		$166K Sell
15,541
-2,123
-12% -$22.1K 0.13% 108
2014
Q1 		$191K Buy
17,664
+1,661
+10% +$18.4K 0.16% 104
2013
Q4 		$180K Buy
+16,003
New +$180K 0.16% 104

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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

Cahill Financial Advisors's PSEC Position: Q4 2014 in Review

Cahill Financial Advisors sold out of Prospect Capital (PSEC) in Q4 2014, closing a stake of 17,441 shares — an estimated $173K sold.

Cahill Financial Advisors first reported a position in PSEC in Q4 2013 and held it in 4 quarters. The position peaked at $191K in Q1 2014. 219 funds tracked by Wall St. Rank hold PSEC as of Q4 2014.

  • Cahill Financial Advisors reported no remaining Prospect Capital position as of Q4 2014 after selling out during the quarter.
  • Cahill Financial Advisors sold 17,441 Prospect Capital shares in Q4 2014, an estimated $173K.
  • Cahill Financial Advisors first reported a position in Prospect Capital in Q4 2013 and held it in 4 quarters.
  • Cahill Financial Advisors's Prospect Capital position peaked at $191K in Q1 2014.
  • 219 funds tracked by Wall St. Rank held Prospect Capital as of Q4 2014.

Based on Cahill Financial Advisors's 13F filing for Q4 2014, filed 17 Feb 2015.