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MinichMacGregor Wealth Management’s Prospect Capital PSEC Stock Holding History

MinichMacGregor 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
2018
Q4 		– Sell
-1,149
Closed -$8K – 394
2018
Q3 		$8K Hold
1,149
– – 0.01% 340
2018
Q2 		$7K Hold
1,149
– – 0.01% 350
2018
Q1 		$7K Hold
1,149
– – 0.01% 348
2017
Q4 		$7K Sell
1,149
-3,829
-77% -$25K 0.01% 340
2017
Q3 		$33K Buy
4,978
+82
+2% +$615 0.03% 138
2017
Q2 		$39K Buy
4,896
+107
+2% +$918 0.03% 115
2017
Q1 		$43K Sell
4,789
-261
-5% -$2.34K 0.04% 112
2016
Q4 		$42K Buy
5,050
+118
+2% +$947 0.04% 118
2016
Q3 		$39K Buy
4,932
+111
+2% +$916 0.04% 135
2016
Q2 		$37K Buy
4,821
+118
+3% +$889 0.03% 133
2016
Q1 		$34K Buy
4,703
+1,754
+59% +$11.7K 0.03% 132
2015
Q4 		$23K Buy
+2,949
New +$21.4K 0.02% 155

Other funds holding PSEC

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MinichMacGregor Wealth Management's PSEC Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of Prospect Capital (PSEC) in Q4 2018, closing a stake of 1,149 shares — an estimated $8K sold.

MinichMacGregor Wealth Management first reported a position in PSEC in Q4 2015 and held it in 12 quarters. The position peaked at $43K in Q1 2017. 239 funds tracked by Wall St. Rank hold PSEC as of Q4 2018.

  • MinichMacGregor Wealth Management reported no remaining Prospect Capital position as of Q4 2018 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 1,149 Prospect Capital shares in Q4 2018, an estimated $8K.
  • MinichMacGregor Wealth Management first reported a position in Prospect Capital in Q4 2015 and held it in 12 quarters.
  • MinichMacGregor Wealth Management's Prospect Capital position peaked at $43K in Q1 2017.
  • 239 funds tracked by Wall St. Rank held Prospect Capital as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.