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Litman Gregory Wealth Management’s Prospect Capital PSEC Stock Holding History

Litman Gregory 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
2020
Q4 		– Sell
-100
Closed -$1K – 213
2020
Q3 		$1K Hold
100
– – ﹤0.01% 203
2020
Q2 		$1K Buy
+100
New +$468 ﹤0.01% 168

Other funds holding PSEC

LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Litman Gregory Wealth Management's PSEC Position: Q4 2020 in Review

Litman Gregory Wealth Management sold out of Prospect Capital (PSEC) in Q4 2020, closing a stake of 100 shares — an estimated $1K sold.

Litman Gregory Wealth Management first reported a position in PSEC in Q2 2020 and held it in 2 quarters. The position peaked at $1K in Q3 2020. 200 funds tracked by Wall St. Rank hold PSEC as of Q4 2020.

  • Litman Gregory Wealth Management reported no remaining Prospect Capital position as of Q4 2020 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 100 Prospect Capital shares in Q4 2020, an estimated $1K.
  • Litman Gregory Wealth Management first reported a position in Prospect Capital in Q2 2020 and held it in 2 quarters.
  • Litman Gregory Wealth Management's Prospect Capital position peaked at $1K in Q3 2020.
  • 200 funds tracked by Wall St. Rank held Prospect Capital as of Q4 2020.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2020, filed 5 Feb 2021.