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Polaris Wealth Advisory Group’s Prospect Capital PSEC Stock Holding History

Polaris Wealth Advisory 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
2018
Q4 		– Sell
-1,650
Closed -$12K – 371
2018
Q3 		$12K Buy
+1,650
New +$11.7K ﹤0.01% 386
2018
Q2 		– Sell
-1,650
Closed -$11K – 382
2018
Q1 		$11K Buy
+1,650
New +$11K ﹤0.01% 354

Other funds holding PSEC

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Polaris Wealth Advisory Group's PSEC Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Prospect Capital (PSEC) in Q4 2018, closing a stake of 1,650 shares — an estimated $12K sold.

Polaris Wealth Advisory Group first reported a position in PSEC in Q1 2018 and held it in 2 quarters. The position peaked at $12K in Q3 2018. 239 funds tracked by Wall St. Rank hold PSEC as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Prospect Capital position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 1,650 Prospect Capital shares in Q4 2018, an estimated $12K.
  • Polaris Wealth Advisory Group first reported a position in Prospect Capital in Q1 2018 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's Prospect Capital position peaked at $12K in Q3 2018.
  • 239 funds tracked by Wall St. Rank held Prospect Capital as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.