FormulaFolio Investments’s Prospect Capital PSEC Stock Holding History

FormulaFolio Investments’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
2021 Q2	–	Sell	-620	Closed	-$5K	–	508
2021 Q1	$5K	Buy	+620	New	+$4.28K	﹤0.01%	349

Other funds holding PSEC

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FormulaFolio Investments's PSEC Position: Q2 2021 in Review

FormulaFolio Investments sold out of Prospect Capital (PSEC) in Q2 2021, closing a stake of 620 shares — an estimated $5K sold.

FormulaFolio Investments first reported a position in PSEC in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 202 funds tracked by Wall St. Rank hold PSEC as of Q2 2021.

FormulaFolio Investments reported no remaining Prospect Capital position as of Q2 2021 after selling out during the quarter.
FormulaFolio Investments sold 620 Prospect Capital shares in Q2 2021, an estimated $5K.
FormulaFolio Investments first reported a position in Prospect Capital in Q1 2021 and held it in 1 quarter.
FormulaFolio Investments's Prospect Capital position peaked at $5K in Q1 2021.
202 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.