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Gupta Wealth Management’s Prospect Capital PSEC Stock Holding History

Gupta 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
2015
Q4 		– Sell
-19,076
Closed -$136K – 1334
2015
Q3 		$136K Hold
19,076
– – 0.03% 300
2015
Q2 		$141K Hold
19,076
– – 0.03% 298
2015
Q1 		$161K Buy
+19,076
New +$163K 0.05% 250

Other funds holding PSEC

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Gupta Wealth Management's PSEC Position: Q4 2015 in Review

Gupta Wealth Management sold out of Prospect Capital (PSEC) in Q4 2015, closing a stake of 19,076 shares — an estimated $136K sold.

Gupta Wealth Management first reported a position in PSEC in Q1 2015 and held it in 3 quarters. The position peaked at $161K in Q1 2015. 206 funds tracked by Wall St. Rank hold PSEC as of Q4 2015.

  • Gupta Wealth Management reported no remaining Prospect Capital position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 19,076 Prospect Capital shares in Q4 2015, an estimated $136K.
  • Gupta Wealth Management first reported a position in Prospect Capital in Q1 2015 and held it in 3 quarters.
  • Gupta Wealth Management's Prospect Capital position peaked at $161K in Q1 2015.
  • 206 funds tracked by Wall St. Rank held Prospect Capital as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.