Financial Management Professionals’s Prospect Capital PSEC Stock Holding History

Financial Management Professionals’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
2023 Q3	–	Sell	-2,904	Closed	-$18K	–	1020
2023 Q2	$18K	Buy	2,904 +80	+3%	+$514	﹤0.01%	428
2023 Q1	$20K	Buy	2,824 +68	+2%	+$494	﹤0.01%	425
2022 Q4	$19K	Buy	2,756 +68	+3%	+$489	﹤0.01%	388
2022 Q3	$17K	Buy	2,688 +42	+2%	+$314	﹤0.01%	382
2022 Q2	$18K	Hold	2,646	–	–	﹤0.01%	378
2022 Q1	$22K	Buy	2,646 +37	+1%	+$308	﹤0.01%	345
2021 Q4	$22K	Buy	2,609 +54	+2%	+$454	﹤0.01%	323
2021 Q3	$20K	Buy	+2,555	New	+$20.6K	﹤0.01%	330
2014 Q4	–	Sell	-1,790	Closed	-$17K	–	306
2014 Q3	$17K	Hold	1,790	–	–	0.01%	140
2014 Q2	$19K	Buy	1,790 +320	+22%	+$3.33K	0.01%	136
2014 Q1	$16K	Buy	1,470 +450	+44%	+$4.98K	0.01%	147
2013 Q4	$11K	Buy	1,020 +500	+96%	+$5.63K	0.01%	170
2013 Q3	$6K	Buy	520 +15	+3%	+$167	﹤0.01%	203
2013 Q2	$5K	Buy	+505	New	+$5.41K	﹤0.01%	209

Other funds holding PSEC

YDMI

Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Financial Management Professionals's PSEC Position: Q3 2023 in Review

Financial Management Professionals sold out of Prospect Capital (PSEC) in Q3 2023, closing a stake of 2,904 shares — an estimated $18K sold.

Financial Management Professionals first reported a position in PSEC in Q2 2013 and held it in 14 quarters. The position peaked at $22K in Q1 2022. 234 funds tracked by Wall St. Rank hold PSEC as of Q3 2023.

Financial Management Professionals reported no remaining Prospect Capital position as of Q3 2023 after selling out during the quarter.
Financial Management Professionals sold 2,904 Prospect Capital shares in Q3 2023, an estimated $18K.
Financial Management Professionals first reported a position in Prospect Capital in Q2 2013 and held it in 14 quarters.
Financial Management Professionals's Prospect Capital position peaked at $22K in Q1 2022.
234 funds tracked by Wall St. Rank held Prospect Capital as of Q3 2023.

Based on Financial Management Professionals's 13F filing for Q3 2023, filed 13 Oct 2023.