MIS
PSEC icon

Morningstar Investment Services’s Prospect Capital PSEC Stock Holding History

Morningstar Investment Services’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
2019
Q2 		– Sell
-13,682
Closed -$89K – 221
2019
Q1 		$89K Hold
13,682
– – ﹤0.01% 203
2018
Q4 		$86K Hold
13,682
– – ﹤0.01% 205
2018
Q3 		$100K Hold
13,682
– – ﹤0.01% 200
2018
Q2 		$92K Hold
13,682
– – ﹤0.01% 201
2018
Q1 		$90K Hold
13,682
– – ﹤0.01% 198
2017
Q4 		$92K Buy
+13,682
New +$89.2K ﹤0.01% 199

Other funds holding PSEC

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Morningstar Investment Services's PSEC Position: Q2 2019 in Review

Morningstar Investment Services sold out of Prospect Capital (PSEC) in Q2 2019, closing a stake of 13,682 shares — an estimated $89K sold.

Morningstar Investment Services first reported a position in PSEC in Q4 2017 and held it in 6 quarters. The position peaked at $100K in Q3 2018. 213 funds tracked by Wall St. Rank hold PSEC as of Q2 2019.

  • Morningstar Investment Services reported no remaining Prospect Capital position as of Q2 2019 after selling out during the quarter.
  • Morningstar Investment Services sold 13,682 Prospect Capital shares in Q2 2019, an estimated $89K.
  • Morningstar Investment Services first reported a position in Prospect Capital in Q4 2017 and held it in 6 quarters.
  • Morningstar Investment Services's Prospect Capital position peaked at $100K in Q3 2018.
  • 213 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2019.

Based on Morningstar Investment Services's 13F filing for Q2 2019, filed 13 Aug 2019.