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Executive Wealth Management’s Prospect Capital PSEC Stock Holding History

Executive 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
2019
Q3 		– Sell
-2,700
Closed -$18K – 611
2019
Q2 		$18K Hold
2,700
– – ﹤0.01% 488
2019
Q1 		$18K Hold
2,700
– – ﹤0.01% 438
2018
Q4 		$17K Buy
+2,700
New +$18.2K ﹤0.01% 463

Other funds holding PSEC

LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Executive Wealth Management's PSEC Position: Q3 2019 in Review

Executive Wealth Management sold out of Prospect Capital (PSEC) in Q3 2019, closing a stake of 2,700 shares — an estimated $18K sold.

Executive Wealth Management first reported a position in PSEC in Q4 2018 and held it in 3 quarters. The position peaked at $18K in Q2 2019. 207 funds tracked by Wall St. Rank hold PSEC as of Q3 2019.

  • Executive Wealth Management reported no remaining Prospect Capital position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 2,700 Prospect Capital shares in Q3 2019, an estimated $18K.
  • Executive Wealth Management first reported a position in Prospect Capital in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Prospect Capital position peaked at $18K in Q2 2019.
  • 207 funds tracked by Wall St. Rank held Prospect Capital as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.