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Integrated Wealth Concepts’s Prospect Capital PSEC Stock Holding History

Integrated Wealth Concepts’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
2021
Q2 		– Sell
-124,707
Closed -$957K – 828
2021
Q1 		$957K Buy
+124,707
New +$861K 0.04% 302

Other funds holding PSEC

LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Integrated Wealth Concepts's PSEC Position: Q2 2021 in Review

Integrated Wealth Concepts sold out of Prospect Capital (PSEC) in Q2 2021, closing a stake of 124,707 shares — an estimated $957K sold.

Integrated Wealth Concepts first reported a position in PSEC in Q1 2021 and held it in 1 quarter. The position peaked at $957K in Q1 2021. 202 funds tracked by Wall St. Rank hold PSEC as of Q2 2021.

  • Integrated Wealth Concepts reported no remaining Prospect Capital position as of Q2 2021 after selling out during the quarter.
  • Integrated Wealth Concepts sold 124,707 Prospect Capital shares in Q2 2021, an estimated $957K.
  • Integrated Wealth Concepts first reported a position in Prospect Capital in Q1 2021 and held it in 1 quarter.
  • Integrated Wealth Concepts's Prospect Capital position peaked at $957K in Q1 2021.
  • 202 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2021.

Based on Integrated Wealth Concepts's 13F filing for Q2 2021, filed 13 Aug 2021.