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Freedom Investment Management’s Prospect Capital PSEC Stock Holding History

Freedom Investment 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
2021
Q2 		– Sell
-59,137
Closed -$454K – 909
2021
Q1 		$454K Buy
+59,137
New +$408K 0.04% 561
2020
Q2 		– Sell
-25,299
Closed -$166K – 666
2020
Q1 		$166K Buy
25,299
+3,971
+19% +$23.5K 0.01% 629
2019
Q4 		$137K Buy
21,328
+2,873
+16% +$18.7K 0.01% 635
2019
Q3 		$122K Sell
18,455
-13,486
-42% -$88.9K 0.01% 654
2019
Q2 		$209K Sell
31,941
-1,588
-5% -$10.5K 0.02% 627
2019
Q1 		$219K Sell
33,529
-11,897
-26% -$79.1K 0.02% 611
2018
Q4 		$287K Sell
45,426
-8,842
-16% -$59.7K 0.02% 595
2018
Q3 		$404K Sell
54,268
-13,326
-20% -$94.3K 0.03% 614
2018
Q2 		$454K Sell
67,594
-5,110
-7% -$34K 0.03% 594
2018
Q1 		$476K Sell
72,704
-366,122
-83% -$2.44M 0.02% 647
2017
Q4 		$2.96M Buy
438,826
+319,001
+266% +$2.08M 0.15% 90
2017
Q3 		$805K Buy
119,825
+10,777
+10% +$80.8K 0.04% 411
2017
Q2 		$885K Buy
109,048
+7,680
+8% +$65.9K 0.05% 357
2017
Q1 		$916K Buy
101,368
+6,683
+7% +$59.9K 0.05% 323
2016
Q4 		$791K Sell
94,685
-4,356
-4% -$35K 0.05% 324
2016
Q3 		$802K Buy
99,041
+13,466
+16% +$111K 0.05% 307
2016
Q2 		$669K Buy
85,575
+6,744
+9% +$50.8K 0.05% 332
2016
Q1 		$573K Sell
78,831
-12,246
-13% -$81.4K 0.04% 354
2015
Q4 		$636K Buy
91,077
+87,334
+2,333% +$634K 0.05% 320
2015
Q3 		$277K Sell
3,743
-115,098
-97% -$857K 0.03% 502
2015
Q2 		$876K Buy
118,841
+7,541
+7% +$60.6K 0.09% 183
2015
Q1 		$940K Buy
111,300
+61,961
+126% +$529K 0.1% 151
2014
Q4 		$408K Sell
49,339
-1,012
-2% -$9.33K 0.05% 332
2014
Q3 		$498K Sell
50,351
-2
-0% -$21 0.09% 240
2014
Q2 		$535K Buy
50,353
+2,913
+6% +$30.3K 0.09% 217
2014
Q1 		$512K Buy
+47,440
New +$525K 0.11% 182

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 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

Freedom Investment Management's PSEC Position: Q2 2021 in Review

Freedom Investment Management sold out of Prospect Capital (PSEC) in Q2 2021, closing a stake of 59,137 shares — an estimated $454K sold.

Freedom Investment Management first reported a position in PSEC in Q1 2014 and held it in 26 quarters. The position peaked at $2.96M in Q4 2017. 202 funds tracked by Wall St. Rank hold PSEC as of Q2 2021.

  • Freedom Investment Management reported no remaining Prospect Capital position as of Q2 2021 after selling out during the quarter.
  • Freedom Investment Management sold 59,137 Prospect Capital shares in Q2 2021, an estimated $454K.
  • Freedom Investment Management first reported a position in Prospect Capital in Q1 2014 and held it in 26 quarters.
  • Freedom Investment Management's Prospect Capital position peaked at $2.96M in Q4 2017.
  • 202 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2021.

Based on Freedom Investment Management's 13F filing for Q2 2021, filed 12 Aug 2021.