EFS
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Essex Financial Services’s Prospect Capital PSEC Stock Holding History

Essex Financial Services’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
Q3 		– Sell
-32,842
Closed -$2.02M – 288
2020
Q2 		$2.02M Buy
32,842
+17,842
+119% +$83.5K 0.62% 43
2020
Q1 		$64K Buy
+15,000
New +$88.6K 0.02% 242
2019
Q3 		– Sell
-10,000
Closed -$65K – 264
2019
Q2 		$65K Sell
10,000
-22,811
-70% -$151K 0.02% 240
2019
Q1 		$214K Buy
32,811
+359
+1% +$2.39K 0.06% 211
2018
Q4 		$205K Buy
32,452
+5,349
+20% +$36.1K 0.06% 228
2018
Q3 		$199K Buy
27,103
+322
+1% +$2.28K 0.04% 274
2018
Q2 		$180K Buy
26,781
+5,328
+25% +$35.4K 0.04% 260
2018
Q1 		$141K Buy
21,453
+318
+2% +$2.12K 0.03% 344
2017
Q4 		$142K Sell
21,135
-24,690
-54% -$161K 0.03% 277
2017
Q3 		$308K Buy
45,825
+387
+0.9% +$2.9K 0.08% 208
2017
Q2 		$369K Buy
45,438
+323
+0.7% +$2.77K 0.08% 237
2017
Q1 		$408K Buy
45,115
+293
+0.7% +$2.63K 0.09% 208
2016
Q4 		$374K Buy
44,822
+5,714
+15% +$45.9K 0.08% 222
2016
Q3 		$317K Buy
39,108
+10,366
+36% +$85.5K 0.08% 232
2016
Q2 		$225K Buy
28,742
+385
+1% +$2.9K 0.05% 272
2016
Q1 		$206K Buy
28,357
+5,445
+24% +$36.2K 0.05% 288
2015
Q4 		$160K Sell
22,912
-2,287
-9% -$16.6K 0.04% 310
2015
Q3 		$180K Sell
25,199
-247
-1% -$1.84K 0.05% 301
2015
Q2 		$188K Sell
25,446
-1,303
-5% -$10.5K 0.05% 310
2015
Q1 		$226K Buy
26,749
+10,461
+64% +$89.4K 0.06% 284
2014
Q4 		$135K Sell
16,288
-369
-2% -$3.4K 0.04% 311
2014
Q3 		$165K Buy
16,657
+296
+2% +$3.12K 0.05% 290
2014
Q2 		$174K Buy
16,361
+4,195
+34% +$43.6K 0.05% 292
2014
Q1 		$131K Buy
+12,166
New +$135K 0.04% 279

Other funds holding PSEC

LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Essex Financial Services's PSEC Position: Q3 2020 in Review

Essex Financial Services sold out of Prospect Capital (PSEC) in Q3 2020, closing a stake of 32,842 shares — an estimated $2.02M sold.

Essex Financial Services first reported a position in PSEC in Q1 2014 and held it in 24 quarters. The position peaked at $2.02M in Q2 2020. 189 funds tracked by Wall St. Rank hold PSEC as of Q3 2020.

  • Essex Financial Services reported no remaining Prospect Capital position as of Q3 2020 after selling out during the quarter.
  • Essex Financial Services sold 32,842 Prospect Capital shares in Q3 2020, an estimated $2.02M.
  • Essex Financial Services first reported a position in Prospect Capital in Q1 2014 and held it in 24 quarters.
  • Essex Financial Services's Prospect Capital position peaked at $2.02M in Q2 2020.
  • 189 funds tracked by Wall St. Rank held Prospect Capital as of Q3 2020.

Based on Essex Financial Services's 13F filing for Q3 2020, filed 10 Nov 2020.