Squar Milner Financial Services’s Prospect Capital PSEC Stock Holding History

Squar Milner Financial Services’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 Q2	–	Sell	-5,500	Closed	-$23K	–	570
2020 Q1	$23K	Hold	5,500	–	–	0.01%	448
2019 Q4	$35K	Buy	+5,500	New	+$35.8K	0.02%	447
2019 Q3	–	Sell	-5,500	Closed	-$36K	–	579
2019 Q2	$36K	Buy	5,500 +500	+10%	+$3.31K	0.02%	385
2019 Q1	$32K	Hold	5,000	–	–	0.02%	377
2018 Q4	$32K	Hold	5,000	–	–	0.03%	338
2018 Q3	$37K	Hold	5,000	–	–	0.03%	342
2018 Q2	$34K	Buy	+5,000	New	+$33.2K	0.03%	403

Other funds holding PSEC

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

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

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Squar Milner Financial Services's PSEC Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Prospect Capital (PSEC) in Q2 2020, closing a stake of 5,500 shares — an estimated $23K sold.

Squar Milner Financial Services first reported a position in PSEC in Q2 2018 and held it in 7 quarters. The position peaked at $37K in Q3 2018. 191 funds tracked by Wall St. Rank hold PSEC as of Q2 2020.

Squar Milner Financial Services reported no remaining Prospect Capital position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 5,500 Prospect Capital shares in Q2 2020, an estimated $23K.
Squar Milner Financial Services first reported a position in Prospect Capital in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's Prospect Capital position peaked at $37K in Q3 2018.
191 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.