Mather Group’s Prospect Capital PSEC Stock Holding History

Mather Group’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
2024 Q3	–	Sell	-2	Closed	-$11	–	2074
2024 Q2	$11	Buy	+2	New	+$11	﹤0.01%	2189

Other funds holding PSEC

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return

Mather Group's PSEC Position: Q3 2024 in Review

Mather Group sold out of Prospect Capital (PSEC) in Q3 2024, closing a stake of 2 shares — an estimated $11 sold.

Mather Group first reported a position in PSEC in Q2 2024 and held it in 1 quarter. The position peaked at $11 in Q2 2024. 226 funds tracked by Wall St. Rank hold PSEC as of Q3 2024.

Mather Group reported no remaining Prospect Capital position as of Q3 2024 after selling out during the quarter.
Mather Group sold 2 Prospect Capital shares in Q3 2024, an estimated $11.
Mather Group first reported a position in Prospect Capital in Q2 2024 and held it in 1 quarter.
Mather Group's Prospect Capital position peaked at $11 in Q2 2024.
226 funds tracked by Wall St. Rank held Prospect Capital as of Q3 2024.

Based on Mather Group's 13F filing for Q3 2024, filed 7 Oct 2024.