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Gary Goldberg Planning Services’s Prospect Capital PSEC Stock Holding History

Gary Goldberg Planning 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
2013
Q4 		– Sell
-200
Closed -$2K – 351
2013
Q3 		$2K Hold
200
– – ﹤0.01% 345
2013
Q2 		$2K Buy
+200
New +$2.14K ﹤0.01% 352

Other funds holding PSEC

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DFG
Delphi Financial Group Wilmington, Delaware $222M AUM 11.28% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return

Gary Goldberg Planning Services's PSEC Position: Q4 2013 in Review

Gary Goldberg Planning Services sold out of Prospect Capital (PSEC) in Q4 2013, closing a stake of 200 shares — an estimated $2K sold.

Gary Goldberg Planning Services first reported a position in PSEC in Q2 2013 and held it in 2 quarters. The position peaked at $2K in Q3 2013. 235 funds tracked by Wall St. Rank hold PSEC as of Q4 2013.

  • Gary Goldberg Planning Services reported no remaining Prospect Capital position as of Q4 2013 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 200 Prospect Capital shares in Q4 2013, an estimated $2K.
  • Gary Goldberg Planning Services first reported a position in Prospect Capital in Q2 2013 and held it in 2 quarters.
  • Gary Goldberg Planning Services's Prospect Capital position peaked at $2K in Q3 2013.
  • 235 funds tracked by Wall St. Rank held Prospect Capital as of Q4 2013.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2013, filed 5 Feb 2014.