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Elite Wealth Management’s Prospect Capital PSEC Stock Holding History

Elite Wealth 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
2016
Q3 		$5K Buy
+574
New +$4.74K 0.01% 150
2014
Q1 		– Sell
-30,000
Closed -$337K – 591
2013
Q4 		$337K Hold
30,000
– – 0.25% 56
2013
Q3 		$335K Buy
+30,000
New +$333K 0.3% 54

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

Elite Wealth Management's PSEC Position: Q3 2016 in Review

Elite Wealth Management opened a new position in Prospect Capital (PSEC) in Q3 2016: 574 shares worth $5K. The stake represents 0.01% of the portfolio and ranks #150 among its holdings. This is a return to the name: Elite Wealth Management previously reported a position in PSEC as recently as Q4 2013.

Elite Wealth Management first reported a position in PSEC in Q3 2013 and has held it in 3 quarters since. The position peaked at $337K in Q4 2013. 216 funds tracked by Wall St. Rank hold PSEC as of Q3 2016.

  • Elite Wealth Management held 574 shares of Prospect Capital worth $5K as of Q3 2016.
  • Prospect Capital was a new Elite Wealth Management position in Q3 2016.
  • Prospect Capital made up 0.01% of Elite Wealth Management's portfolio in Q3 2016, its #150 holding.
  • Elite Wealth Management first reported a position in Prospect Capital in Q3 2013 and has held it in 3 quarters since.
  • Elite Wealth Management's Prospect Capital position peaked at $337K in Q4 2013.
  • 216 funds tracked by Wall St. Rank held Prospect Capital as of Q3 2016.

Based on Elite Wealth Management's 13F filing for Q3 2016, filed 23 Nov 2016.