Gradient Investments’s Prospect Capital PSEC Stock Holding History

Gradient Investments’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
2023 Q3	–	Sell	-2	Closed	-$12	–	1892
2023 Q2	$12	Sell	2 -655	-100%	-$4.21K	﹤0.01%	1751
2023 Q1	$4.57K	Buy	+657	New	+$4.77K	﹤0.01%	972
2022 Q1	–	Sell	-80	Closed	-$1K	–	1310
2021 Q4	$1K	Buy	+80	New	+$673	﹤0.01%	1172
2019 Q3	–	Sell	-443	Closed	-$3K	–	1201
2019 Q2	$3K	Buy	+443	New	+$2.93K	﹤0.01%	840
2016 Q3	–	Sell	-1,185	Closed	-$9K	–	767
2016 Q2	$9K	Buy	1,185 +185	+19%	+$1.39K	﹤0.01%	447
2016 Q1	$7K	Buy	+1,000	New	+$6.64K	﹤0.01%	485
2015 Q2	–	Sell	-270	Closed	-$2K	–	704
2015 Q1	$2K	Buy	+270	New	+$2.31K	﹤0.01%	551

Other funds holding PSEC

YDMI

Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Gradient Investments's PSEC Position: Q3 2023 in Review

Gradient Investments sold out of Prospect Capital (PSEC) in Q3 2023, closing a stake of 2 shares — an estimated $12 sold.

Gradient Investments first reported a position in PSEC in Q1 2015 and held it in 7 quarters. The position peaked at $9K in Q2 2016. 234 funds tracked by Wall St. Rank hold PSEC as of Q3 2023.

Gradient Investments reported no remaining Prospect Capital position as of Q3 2023 after selling out during the quarter.
Gradient Investments sold 2 Prospect Capital shares in Q3 2023, an estimated $12.
Gradient Investments first reported a position in Prospect Capital in Q1 2015 and held it in 7 quarters.
Gradient Investments's Prospect Capital position peaked at $9K in Q2 2016.
234 funds tracked by Wall St. Rank held Prospect Capital as of Q3 2023.

Based on Gradient Investments's 13F filing for Q3 2023, filed 27 Oct 2023.