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Morling Financial Advisors’s Prospect Capital PSEC Stock Holding History

Morling 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
Q2 		– Sell
-13,131
Closed -$109K – 84
2022
Q1 		$109K Sell
13,131
-95
-0.7% -$791 0.14% 59
2021
Q4 		$111K Buy
+13,226
New +$111K 0.11% 55

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Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
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
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

Morling Financial Advisors's PSEC Position: Q2 2022 in Review

Morling Financial Advisors sold out of Prospect Capital (PSEC) in Q2 2022, closing a stake of 13,131 shares — an estimated $109K sold.

Morling Financial Advisors first reported a position in PSEC in Q4 2021 and held it in 2 quarters. The position peaked at $111K in Q4 2021. 228 funds tracked by Wall St. Rank hold PSEC as of Q2 2022.

  • Morling Financial Advisors reported no remaining Prospect Capital position as of Q2 2022 after selling out during the quarter.
  • Morling Financial Advisors sold 13,131 Prospect Capital shares in Q2 2022, an estimated $109K.
  • Morling Financial Advisors first reported a position in Prospect Capital in Q4 2021 and held it in 2 quarters.
  • Morling Financial Advisors's Prospect Capital position peaked at $111K in Q4 2021.
  • 228 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2022.

Based on Morling Financial Advisors's 13F filing for Q2 2022, filed 1 Aug 2022.