Plante Moran Financial Advisors’s Prospect Capital PSEC Stock Holding History

Plante Moran 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 Q1	–	Sell	-370	Closed	-$3K	–	957
2021 Q4	$3K	Sell	370 -370	-50%	-$3.11K	﹤0.01%	892
2021 Q3	$6K	Hold	740	–	–	﹤0.01%	766
2021 Q2	$6K	Buy	+740	New	+$6.19K	﹤0.01%	761
2017 Q2	–	Sell	-2,000	Closed	-$18K	–	889
2017 Q1	$18K	Hold	2,000	–	–	0.01%	493
2016 Q4	$17K	Hold	2,000	–	–	0.01%	505
2016 Q3	$16K	Hold	2,000	–	–	0.01%	527
2016 Q2	$16K	Hold	2,000	–	–	0.01%	464
2016 Q1	$15K	Sell	2,000 -250	-11%	-$1.66K	0.01%	421
2015 Q4	$16K	Buy	2,250 +250	+13%	+$1.81K	0.01%	489
2015 Q3	$14K	Buy	+2,000	New	+$14.9K	0.01%	437
2014 Q1	–	Sell	-2,789	Closed	-$31K	–	679
2013 Q4	$31K	Buy	2,789 +1,279	+85%	+$14.4K	0.02%	296
2013 Q3	$17K	Hold	1,510	–	–	0.01%	307
2013 Q2	$16K	Buy	+1,510	New	+$16.2K	0.01%	273

Other funds holding PSEC

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Plante Moran Financial Advisors's PSEC Position: Q1 2022 in Review

Plante Moran Financial Advisors sold out of Prospect Capital (PSEC) in Q1 2022, closing a stake of 370 shares — an estimated $3K sold.

Plante Moran Financial Advisors first reported a position in PSEC in Q2 2013 and held it in 13 quarters. The position peaked at $31K in Q4 2013. 216 funds tracked by Wall St. Rank hold PSEC as of Q1 2022.

Plante Moran Financial Advisors reported no remaining Prospect Capital position as of Q1 2022 after selling out during the quarter.
Plante Moran Financial Advisors sold 370 Prospect Capital shares in Q1 2022, an estimated $3K.
Plante Moran Financial Advisors first reported a position in Prospect Capital in Q2 2013 and held it in 13 quarters.
Plante Moran Financial Advisors's Prospect Capital position peaked at $31K in Q4 2013.
216 funds tracked by Wall St. Rank held Prospect Capital as of Q1 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2022, filed 6 May 2022.