RWB
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RMR Wealth Builders’s Prospect Capital PSEC Stock Holding History

RMR Wealth Builders’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
Q2 		– Sell
-1
Closed – – 560
2021
Q1 		$0 Sell
1
-4,701
-100% -$32.5K ﹤0.01% 806
2020
Q4 		$25K Buy
+4,702
New +$24.8K 0.01% 329
2020
Q3 		– Sell
-4,372
Closed -$22K – 407
2020
Q2 		$22K Buy
+4,372
New +$20.5K 0.02% 299
2019
Q4 		$26K Buy
+4,075
New +$26.5K 0.03% 292

Other funds holding PSEC

LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RMR Wealth Builders's PSEC Position: Q2 2021 in Review

RMR Wealth Builders sold out of Prospect Capital (PSEC) in Q2 2021, closing a stake of 1 share.

RMR Wealth Builders first reported a position in PSEC in Q4 2019 and held it in 4 quarters. The position peaked at $26K in Q4 2019. 202 funds tracked by Wall St. Rank hold PSEC as of Q2 2021.

  • RMR Wealth Builders reported no remaining Prospect Capital position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 1 Prospect Capital share in Q2 2021.
  • RMR Wealth Builders first reported a position in Prospect Capital in Q4 2019 and held it in 4 quarters.
  • RMR Wealth Builders's Prospect Capital position peaked at $26K in Q4 2019.
  • 202 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.