PWP
PSEC icon

Principle Wealth Partners’s Prospect Capital PSEC Stock Holding History

Principle Wealth Partners’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
2020
Q1 		– Sell
-20,948
Closed -$135K – 159
2019
Q4 		$135K Sell
20,948
-2,234
-10% -$14.6K 0.04% 165
2019
Q3 		$153K Buy
+23,182
New +$153K 0.05% 163

Other funds holding PSEC

LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Principle Wealth Partners's PSEC Position: Q1 2020 in Review

Principle Wealth Partners sold out of Prospect Capital (PSEC) in Q1 2020, closing a stake of 20,948 shares — an estimated $135K sold.

Principle Wealth Partners first reported a position in PSEC in Q3 2019 and held it in 2 quarters. The position peaked at $153K in Q3 2019. 206 funds tracked by Wall St. Rank hold PSEC as of Q1 2020.

  • Principle Wealth Partners reported no remaining Prospect Capital position as of Q1 2020 after selling out during the quarter.
  • Principle Wealth Partners sold 20,948 Prospect Capital shares in Q1 2020, an estimated $135K.
  • Principle Wealth Partners first reported a position in Prospect Capital in Q3 2019 and held it in 2 quarters.
  • Principle Wealth Partners's Prospect Capital position peaked at $153K in Q3 2019.
  • 206 funds tracked by Wall St. Rank held Prospect Capital as of Q1 2020.

Based on Principle Wealth Partners's 13F filing for Q1 2020, filed 13 May 2020.