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Summit Financial Wealth Advisors’s Prospect Capital PSEC Stock Holding History

Summit Financial Wealth Advisors’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
2015
Q4 		– Sell
-7,490
Closed -$53K – 193
2015
Q3 		$53K Hold
7,490
– – 0.03% 122
2015
Q2 		$55K Hold
7,490
– – 0.03% 134
2015
Q1 		$61K Buy
7,490
+4,770
+175% +$40.7K 0.04% 109
2014
Q4 		$22K Buy
+2,720
New +$25.1K 0.02% 155

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Summit Financial Wealth Advisors's PSEC Position: Q4 2015 in Review

Summit Financial Wealth Advisors sold out of Prospect Capital (PSEC) in Q4 2015, closing a stake of 7,490 shares — an estimated $53K sold.

Summit Financial Wealth Advisors first reported a position in PSEC in Q4 2014 and held it in 4 quarters. The position peaked at $61K in Q1 2015. 206 funds tracked by Wall St. Rank hold PSEC as of Q4 2015.

  • Summit Financial Wealth Advisors reported no remaining Prospect Capital position as of Q4 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 7,490 Prospect Capital shares in Q4 2015, an estimated $53K.
  • Summit Financial Wealth Advisors first reported a position in Prospect Capital in Q4 2014 and held it in 4 quarters.
  • Summit Financial Wealth Advisors's Prospect Capital position peaked at $61K in Q1 2015.
  • 206 funds tracked by Wall St. Rank held Prospect Capital as of Q4 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.