Oxford Financial Group’s Prospect Capital PSEC Stock Holding History

Oxford 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
2022 Q3	–	Sell	-16,300	Closed	-$114K	–	265
2022 Q2	$114K	Buy	+16,300	New	+$125K	0.02%	196

Other funds holding PSEC

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

Oxford Financial Group's PSEC Position: Q3 2022 in Review

Oxford Financial Group sold out of Prospect Capital (PSEC) in Q3 2022, closing a stake of 16,300 shares — an estimated $114K sold.

Oxford Financial Group first reported a position in PSEC in Q2 2022 and held it in 1 quarter. The position peaked at $114K in Q2 2022. 229 funds tracked by Wall St. Rank hold PSEC as of Q3 2022.

Oxford Financial Group reported no remaining Prospect Capital position as of Q3 2022 after selling out during the quarter.
Oxford Financial Group sold 16,300 Prospect Capital shares in Q3 2022, an estimated $114K.
Oxford Financial Group first reported a position in Prospect Capital in Q2 2022 and held it in 1 quarter.
Oxford Financial Group's Prospect Capital position peaked at $114K in Q2 2022.
229 funds tracked by Wall St. Rank held Prospect Capital as of Q3 2022.

Based on Oxford Financial Group's 13F filing for Q3 2022, filed 2 Nov 2022.