Clear Creek Financial Management’s Prospect Capital PSEC Stock Holding History

Clear Creek Financial Management’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
2023 Q4	–	Sell	-29,989	Closed	-$181K	–	366
2023 Q3	$181K	Sell	29,989 -2,127	-7%	-$13.3K	0.03%	304
2023 Q2	$199K	Sell	32,116 -9,580	-23%	-$61.6K	0.03%	303
2023 Q1	$290K	Sell	41,696 -2,985	-7%	-$21.7K	0.06%	228
2022 Q4	$312K	Buy	44,681 +8,897	+25%	+$64K	0.07%	205
2022 Q3	$222K	Buy	35,784 +131	+0.4%	+$978	0.05%	239
2022 Q2	$249K	Buy	35,653 +15,725	+79%	+$121K	0.05%	240
2022 Q1	$165K	Sell	19,928 -477	-2%	-$3.97K	0.03%	323
2021 Q4	$172K	Buy	20,405 +2,047	+11%	+$17.2K	0.03%	337
2021 Q3	$141K	Buy	18,358 +5,231	+40%	+$42.2K	0.02%	312
2021 Q2	$110K	Buy	+13,127	New	+$110K	0.02%	324

Other funds holding PSEC

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

YDMI

Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Clear Creek Financial Management's PSEC Position: Q4 2023 in Review

Clear Creek Financial Management sold out of Prospect Capital (PSEC) in Q4 2023, closing a stake of 29,989 shares — an estimated $181K sold.

Clear Creek Financial Management first reported a position in PSEC in Q2 2021 and held it in 10 quarters. The position peaked at $312K in Q4 2022. 244 funds tracked by Wall St. Rank hold PSEC as of Q4 2023.

Clear Creek Financial Management reported no remaining Prospect Capital position as of Q4 2023 after selling out during the quarter.
Clear Creek Financial Management sold 29,989 Prospect Capital shares in Q4 2023, an estimated $181K.
Clear Creek Financial Management first reported a position in Prospect Capital in Q2 2021 and held it in 10 quarters.
Clear Creek Financial Management's Prospect Capital position peaked at $312K in Q4 2022.
244 funds tracked by Wall St. Rank held Prospect Capital as of Q4 2023.

Based on Clear Creek Financial Management's 13F filing for Q4 2023, filed 24 Jan 2024.