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JNBA Financial Advisors’s Prospect Capital PSEC Stock Holding History

JNBA Financial 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
2022
Q1 		– Sell
-415
Closed -$3K – 810
2021
Q4 		$3K Hold
415
– – ﹤0.01% 706
2021
Q3 		$3K Buy
+415
New +$3.35K ﹤0.01% 646
2018
Q4 		– Sell
-70,043
Closed -$513K – 683
2018
Q3 		$513K Buy
+70,043
New +$495K 0.23% 76
2016
Q2 		– Sell
-5,500
Closed -$40K – 542
2016
Q1 		$40K Buy
+5,500
New +$36.5K 0.01% 218

Other funds holding PSEC

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JNBA Financial Advisors's PSEC Position: Q1 2022 in Review

JNBA Financial Advisors sold out of Prospect Capital (PSEC) in Q1 2022, closing a stake of 415 shares — an estimated $3K sold.

JNBA Financial Advisors first reported a position in PSEC in Q1 2016 and held it in 4 quarters. The position peaked at $513K in Q3 2018. 216 funds tracked by Wall St. Rank hold PSEC as of Q1 2022.

  • JNBA Financial Advisors reported no remaining Prospect Capital position as of Q1 2022 after selling out during the quarter.
  • JNBA Financial Advisors sold 415 Prospect Capital shares in Q1 2022, an estimated $3K.
  • JNBA Financial Advisors first reported a position in Prospect Capital in Q1 2016 and held it in 4 quarters.
  • JNBA Financial Advisors's Prospect Capital position peaked at $513K in Q3 2018.
  • 216 funds tracked by Wall St. Rank held Prospect Capital as of Q1 2022.

Based on JNBA Financial Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.