SIM
PSEC icon

Sonora Investment Management’s Prospect Capital PSEC Stock Holding History

Sonora Investment Management’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
2016
Q2 		– Sell
-339
Closed -$2.59K – 913
2016
Q1 		$2.59K Hold
339
– – ﹤0.01% 814
2015
Q4 		$2K Hold
339
– – ﹤0.01% 724
2015
Q3 		$3K Buy
+339
New +$2.52K ﹤0.01% 908

Other funds holding PSEC

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Sonora Investment Management's PSEC Position: Q2 2016 in Review

Sonora Investment Management sold out of Prospect Capital (PSEC) in Q2 2016, closing a stake of 339 shares — an estimated $2.59K sold.

Sonora Investment Management first reported a position in PSEC in Q3 2015 and held it in 3 quarters. The position peaked at $3K in Q3 2015. 204 funds tracked by Wall St. Rank hold PSEC as of Q2 2016.

  • Sonora Investment Management reported no remaining Prospect Capital position as of Q2 2016 after selling out during the quarter.
  • Sonora Investment Management sold 339 Prospect Capital shares in Q2 2016, an estimated $2.59K.
  • Sonora Investment Management first reported a position in Prospect Capital in Q3 2015 and held it in 3 quarters.
  • Sonora Investment Management's Prospect Capital position peaked at $3K in Q3 2015.
  • 204 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2016.

Based on Sonora Investment Management's 13F filing for Q2 2016, filed 15 Jul 2016.