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Transamerica Financial Advisors’s Prospect Capital PSEC Stock Holding History

Transamerica Financial 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
2016
Q2 		– Sell
-3,000
Closed -$22K – 636
2016
Q1 		$22K Hold
3,000
– – ﹤0.01% 475
2015
Q4 		$21K Hold
3,000
– – ﹤0.01% 520
2015
Q3 		$22K Sell
3,000
-1,100
-27% -$8.19K ﹤0.01% 492
2015
Q2 		$31K Sell
4,100
-500
-11% -$4.02K ﹤0.01% 510
2015
Q1 		$39K Buy
4,600
+2,000
+77% +$17.1K ﹤0.01% 463
2014
Q4 		$22K Hold
2,600
– – ﹤0.01% 428
2014
Q3 		$26K Hold
2,600
– – ﹤0.01% 394
2014
Q2 		$28K Buy
2,600
+1,000
+63% +$10.4K ﹤0.01% 417
2014
Q1 		$18K Buy
1,600
+1,500
+1,500% +$16.6K ﹤0.01% 416
2013
Q4 		$2K Hold
100
– – ﹤0.01% 542
2013
Q3 		$2K Hold
100
– – ﹤0.01% 545
2013
Q2 		$2K Buy
+100
New +$1.07K ﹤0.01% 523

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

Transamerica Financial Advisors's PSEC Position: Q2 2016 in Review

Transamerica Financial Advisors sold out of Prospect Capital (PSEC) in Q2 2016, closing a stake of 3,000 shares — an estimated $22K sold.

Transamerica Financial Advisors first reported a position in PSEC in Q2 2013 and held it in 12 quarters. The position peaked at $39K in Q1 2015. 204 funds tracked by Wall St. Rank hold PSEC as of Q2 2016.

  • Transamerica Financial Advisors reported no remaining Prospect Capital position as of Q2 2016 after selling out during the quarter.
  • Transamerica Financial Advisors sold 3,000 Prospect Capital shares in Q2 2016, an estimated $22K.
  • Transamerica Financial Advisors first reported a position in Prospect Capital in Q2 2013 and held it in 12 quarters.
  • Transamerica Financial Advisors's Prospect Capital position peaked at $39K in Q1 2015.
  • 204 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2016.

Based on Transamerica Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.