CWA
PSEC icon

Clarus Wealth Advisors’s Prospect Capital PSEC Stock Holding History

Clarus Wealth 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
2019
Q3 		– Sell
-4,129
Closed -$27K – 450
2019
Q2 		$27K Buy
4,129
+49
+1% +$324 0.02% 334
2019
Q1 		$27K Sell
4,080
-3,025
-43% -$20.1K 0.02% 381
2018
Q4 		$45K Sell
7,105
-274
-4% -$1.85K 0.07% 273
2018
Q3 		$54K Buy
7,379
+534
+8% +$3.78K 0.04% 287
2018
Q2 		$45K Buy
+6,845
New +$45.5K 0.03% 302

Other funds holding PSEC

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Clarus Wealth Advisors's PSEC Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Prospect Capital (PSEC) in Q3 2019, closing a stake of 4,129 shares — an estimated $27K sold.

Clarus Wealth Advisors first reported a position in PSEC in Q2 2018 and held it in 5 quarters. The position peaked at $54K in Q3 2018. 207 funds tracked by Wall St. Rank hold PSEC as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Prospect Capital position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 4,129 Prospect Capital shares in Q3 2019, an estimated $27K.
  • Clarus Wealth Advisors first reported a position in Prospect Capital in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's Prospect Capital position peaked at $54K in Q3 2018.
  • 207 funds tracked by Wall St. Rank held Prospect Capital as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.