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Next Financial Group’s Prospect Capital PSEC Stock Holding History

Next Financial 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
2021
Q4 		$44K Buy
5,256
+3,217
+158% +$27.1K ﹤0.01% 1523
2021
Q3 		$16K Buy
2,039
+565
+38% +$4.55K ﹤0.01% 1881
2021
Q2 		$13K Sell
1,474
-172
-10% -$1.44K ﹤0.01% 1902
2021
Q1 		$13K Sell
1,646
-424
-20% -$2.93K ﹤0.01% 1806
2020
Q4 		$11K Sell
2,070
-119
-5% -$627 ﹤0.01% 1758
2020
Q3 		$11K Buy
+2,189
New +$11K ﹤0.01% 1607
2020
Q2 		– Sell
-2,193
Closed -$9K – 1573
2020
Q1 		$9K Sell
2,193
-2,000
-48% -$11.8K ﹤0.01% 1561
2019
Q4 		$27K Buy
4,193
+1,843
+78% +$12K ﹤0.01% 1415
2019
Q3 		$16K Sell
2,350
-367
-14% -$2.42K ﹤0.01% 1530
2019
Q2 		$18K Buy
2,717
+1,462
+116% +$9.68K ﹤0.01% 1502
2019
Q1 		$8K Buy
1,255
+255
+26% +$1.7K ﹤0.01% 1164
2018
Q4 		$6K Buy
+1,000
New +$6.75K ﹤0.01% 1509
2017
Q4 		– Sell
-5,100
Closed -$32K – 1104
2017
Q3 		$32K Sell
5,100
-4,749
-48% -$35.6K 0.01% 841
2017
Q2 		$80K Buy
9,849
+649
+7% +$5.57K 0.02% 618
2017
Q1 		$86K Buy
9,200
+3,350
+57% +$30K 0.02% 538
2016
Q4 		$49K Hold
5,850
– – 0.01% 975
2016
Q3 		$47K Sell
5,850
-696
-11% -$5.74K 0.01% 971
2016
Q2 		$51K Buy
6,546
+1,373
+27% +$10.3K 0.02% 647
2016
Q1 		$37K Sell
5,173
-801
-13% -$5.32K 0.01% 719
2015
Q4 		$41K Buy
5,974
+903
+18% +$6.55K 0.02% 676
2015
Q3 		$36K Sell
5,071
-22,869
-82% -$170K 0.01% 753
2015
Q2 		$205K Buy
27,940
+22,096
+378% +$177K 0.07% 293
2015
Q1 		$49K Buy
5,844
+3,344
+134% +$28.6K 0.02% 670
2014
Q4 		$21K Sell
2,500
-6,400
-72% -$59K 0.01% 963
2014
Q3 		$88K Buy
8,900
+8,100
+1,013% +$85.4K 0.02% 699
2014
Q2 		$9K Buy
+800
New +$8.32K ﹤0.01% 809

Other funds holding PSEC

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 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

Next Financial Group's PSEC Position: Q4 2021 in Review

Next Financial Group increased its Prospect Capital (PSEC) stake by 158% in Q4 2021, buying an estimated $27.1K and bringing the position to 5,256 shares worth $44K. The position accounts for ﹤0.01% of the portfolio, ranked #1523.

Next Financial Group first reported a position in PSEC in Q2 2014 and has held it in 26 quarters since. The position peaked at $205K in Q2 2015. 228 funds tracked by Wall St. Rank hold PSEC as of Q4 2021.

  • Next Financial Group held 5,256 shares of Prospect Capital worth $44K as of Q4 2021.
  • Next Financial Group bought 3,217 Prospect Capital shares in Q4 2021, an estimated $27.1K.
  • Prospect Capital made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1523 holding.
  • Next Financial Group first reported a position in Prospect Capital in Q2 2014 and has held it in 26 quarters since.
  • Next Financial Group's Prospect Capital position peaked at $205K in Q2 2015.
  • 228 funds tracked by Wall St. Rank held Prospect Capital as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.