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Golden State Wealth Management’s Prospect Capital PSEC Stock Holding History

Golden State Wealth 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
2020
Q4 		– Sell
-2,729
Closed -$14K – 372
2020
Q3 		$14K Sell
2,729
-8,336
-75% -$41.9K ﹤0.01% 393
2020
Q2 		$57K Buy
11,065
+8,615
+352% +$40.3K 0.01% 241
2020
Q1 		$10K Buy
+2,450
New +$14.5K ﹤0.01% 624
2019
Q4 		– Sell
-2,450
Closed -$16K – 702
2019
Q3 		$16K Hold
2,450
– – 0.01% 660
2019
Q2 		$15K Hold
2,450
– – ﹤0.01% 672
2019
Q1 		$16K Buy
+2,450
New +$16.3K 0.01% 673

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VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Golden State Wealth Management's PSEC Position: Q4 2020 in Review

Golden State Wealth Management sold out of Prospect Capital (PSEC) in Q4 2020, closing a stake of 2,729 shares — an estimated $14K sold.

Golden State Wealth Management first reported a position in PSEC in Q1 2019 and held it in 6 quarters. The position peaked at $57K in Q2 2020. 200 funds tracked by Wall St. Rank hold PSEC as of Q4 2020.

  • Golden State Wealth Management reported no remaining Prospect Capital position as of Q4 2020 after selling out during the quarter.
  • Golden State Wealth Management sold 2,729 Prospect Capital shares in Q4 2020, an estimated $14K.
  • Golden State Wealth Management first reported a position in Prospect Capital in Q1 2019 and held it in 6 quarters.
  • Golden State Wealth Management's Prospect Capital position peaked at $57K in Q2 2020.
  • 200 funds tracked by Wall St. Rank held Prospect Capital as of Q4 2020.

Based on Golden State Wealth Management's 13F filing for Q4 2020, filed 28 Jan 2021.