EP Wealth Advisors’s Prospect Capital PSEC Stock Holding History

EP 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
2020 Q4	–	Sell	-30,874	Closed	-$155K	–	465
2020 Q3	$155K	Buy	+30,874	New	+$155K	0.01%	350

Other funds holding PSEC

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

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

EP Wealth Advisors's PSEC Position: Q4 2020 in Review

EP Wealth Advisors sold out of Prospect Capital (PSEC) in Q4 2020, closing a stake of 30,874 shares — an estimated $155K sold.

EP Wealth Advisors first reported a position in PSEC in Q3 2020 and held it in 1 quarter. The position peaked at $155K in Q3 2020. 200 funds tracked by Wall St. Rank hold PSEC as of Q4 2020.

EP Wealth Advisors reported no remaining Prospect Capital position as of Q4 2020 after selling out during the quarter.
EP Wealth Advisors sold 30,874 Prospect Capital shares in Q4 2020, an estimated $155K.
EP Wealth Advisors first reported a position in Prospect Capital in Q3 2020 and held it in 1 quarter.
EP Wealth Advisors's Prospect Capital position peaked at $155K in Q3 2020.
200 funds tracked by Wall St. Rank held Prospect Capital as of Q4 2020.

Based on EP Wealth Advisors's 13F filing for Q4 2020, filed 18 Feb 2021.