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Cypress Wealth Advisors’s Prospect Capital PSEC Stock Holding History

Cypress 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
2016
Q3 		– Sell
-33,000
Closed -$258K – 213
2016
Q2 		$258K Hold
33,000
– – 0.13% 144
2016
Q1 		$240K Hold
33,000
– – 0.11% 158
2015
Q4 		$230K Buy
+33,000
New +$240K 0.12% 156

Other funds holding PSEC

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Cypress Wealth Advisors's PSEC Position: Q3 2016 in Review

Cypress Wealth Advisors sold out of Prospect Capital (PSEC) in Q3 2016, closing a stake of 33,000 shares — an estimated $258K sold.

Cypress Wealth Advisors first reported a position in PSEC in Q4 2015 and held it in 3 quarters. The position peaked at $258K in Q2 2016. 216 funds tracked by Wall St. Rank hold PSEC as of Q3 2016.

  • Cypress Wealth Advisors reported no remaining Prospect Capital position as of Q3 2016 after selling out during the quarter.
  • Cypress Wealth Advisors sold 33,000 Prospect Capital shares in Q3 2016, an estimated $258K.
  • Cypress Wealth Advisors first reported a position in Prospect Capital in Q4 2015 and held it in 3 quarters.
  • Cypress Wealth Advisors's Prospect Capital position peaked at $258K in Q2 2016.
  • 216 funds tracked by Wall St. Rank held Prospect Capital as of Q3 2016.

Based on Cypress Wealth Advisors's 13F filing for Q3 2016, filed 15 Nov 2016.