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Global Wealth Management Investment Advisory’s Prospect Capital PSEC Stock Holding History

Global Wealth Management Investment Advisory’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
Q2 		– Sell
-100
Closed -$1K – 766
2019
Q1 		$1K Sell
100
-128
-56% -$851 ﹤0.01% 641
2018
Q4 		$1K Buy
+228
New +$1.54K ﹤0.01% 663

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Global Wealth Management Investment Advisory's PSEC Position: Q2 2019 in Review

Global Wealth Management Investment Advisory sold out of Prospect Capital (PSEC) in Q2 2019, closing a stake of 100 shares — an estimated $1K sold.

Global Wealth Management Investment Advisory first reported a position in PSEC in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 213 funds tracked by Wall St. Rank hold PSEC as of Q2 2019.

  • Global Wealth Management Investment Advisory reported no remaining Prospect Capital position as of Q2 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 100 Prospect Capital shares in Q2 2019, an estimated $1K.
  • Global Wealth Management Investment Advisory first reported a position in Prospect Capital in Q4 2018 and held it in 2 quarters.
  • Global Wealth Management Investment Advisory's Prospect Capital position peaked at $1K in Q1 2019.
  • 213 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2019, filed 20 Aug 2019.