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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 Buy
+2,729
New +$13.7K ﹤0.01% 393
2020
Q2 		– Sell
-2,450
Closed -$10K – 711
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

Other funds holding PSEC

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Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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 5 quarters. The position peaked at $16K in Q3 2019. 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 5 quarters.
  • Golden State Wealth Management's Prospect Capital position peaked at $16K in Q3 2019.
  • 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.