HCR Wealth Advisors’s Prospect Capital PSEC Stock Holding History

HCR Wealth Advisors’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	-16,359	Closed	-$41K	–	178
2019 Q1	$41K	Buy	+16,359	New	+$109K	0.01%	168

Other funds holding PSEC

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

Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

HCR Wealth Advisors's PSEC Position: Q2 2019 in Review

HCR Wealth Advisors sold out of Prospect Capital (PSEC) in Q2 2019, closing a stake of 16,359 shares — an estimated $41K sold.

HCR Wealth Advisors first reported a position in PSEC in Q1 2019 and held it in 1 quarter. The position peaked at $41K in Q1 2019. 213 funds tracked by Wall St. Rank hold PSEC as of Q2 2019.

HCR Wealth Advisors reported no remaining Prospect Capital position as of Q2 2019 after selling out during the quarter.
HCR Wealth Advisors sold 16,359 Prospect Capital shares in Q2 2019, an estimated $41K.
HCR Wealth Advisors first reported a position in Prospect Capital in Q1 2019 and held it in 1 quarter.
HCR Wealth Advisors's Prospect Capital position peaked at $41K in Q1 2019.
213 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2019.

Based on HCR Wealth Advisors's 13F filing for Q2 2019, filed 25 Jul 2019.