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KCM Investment Advisors’s Prospect Capital PSEC Stock Holding History

KCM Investment 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
-10,386
Closed -$87K – 426
2021
Q4 		$87K Hold
10,386
– – ﹤0.01% 417
2021
Q3 		$80K Hold
10,386
– – ﹤0.01% 391
2021
Q2 		$87K Buy
+10,386
New +$86.8K ﹤0.01% 387
2021
Q1 		– Sell
-10,001
Closed -$54K – 376
2020
Q4 		$54K Buy
+10,001
New +$52.7K ﹤0.01% 353

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

KCM Investment Advisors's PSEC Position: Q1 2022 in Review

KCM Investment Advisors sold out of Prospect Capital (PSEC) in Q1 2022, closing a stake of 10,386 shares — an estimated $87K sold.

KCM Investment Advisors first reported a position in PSEC in Q4 2020 and held it in 4 quarters. The position peaked at $87K in Q4 2021. 216 funds tracked by Wall St. Rank hold PSEC as of Q1 2022.

  • KCM Investment Advisors reported no remaining Prospect Capital position as of Q1 2022 after selling out during the quarter.
  • KCM Investment Advisors sold 10,386 Prospect Capital shares in Q1 2022, an estimated $87K.
  • KCM Investment Advisors first reported a position in Prospect Capital in Q4 2020 and held it in 4 quarters.
  • KCM Investment Advisors's Prospect Capital position peaked at $87K in Q4 2021.
  • 216 funds tracked by Wall St. Rank held Prospect Capital as of Q1 2022.

Based on KCM Investment Advisors's 13F filing for Q1 2022, filed 13 May 2022.