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United Capital Financial Advisors’s Prospect Capital PSEC Stock Holding History

United Capital 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
2023
Q1 		– Sell
-20,527
Closed -$143K – 1049
2022
Q4 		$143K Hold
20,527
– – ﹤0.01% 1002
2022
Q3 		$127K Sell
20,527
-10,476
-34% -$78.2K ﹤0.01% 1044
2022
Q2 		$217K Sell
31,003
-247
-0.8% -$1.9K ﹤0.01% 1033
2022
Q1 		$259K Buy
31,250
+217
+0.7% +$1.81K ﹤0.01% 1040
2021
Q4 		$261K Sell
31,033
-4,810
-13% -$40.5K ﹤0.01% 1077
2021
Q3 		$276K Sell
35,843
-2,201
-6% -$17.7K ﹤0.01% 1045
2021
Q2 		$319K Buy
38,044
+2,261
+6% +$18.9K ﹤0.01% 1004
2021
Q1 		$274K Sell
35,783
-21,000
-37% -$145K ﹤0.01% 1012
2020
Q4 		$307K Hold
56,783
– – ﹤0.01% 990
2020
Q3 		$286K Buy
56,783
+1,127
+2% +$5.67K ﹤0.01% 969
2020
Q2 		$284K Sell
55,656
-773
-1% -$3.62K ﹤0.01% 1010
2020
Q1 		$240K Buy
+56,429
New +$333K ﹤0.01% 1025
2016
Q1 		– Sell
-366,398
Closed -$2.56M – 1260
2015
Q4 		$2.56M Buy
366,398
+6,042
+2% +$43.9K 0.03% 501
2015
Q3 		$2.57M Sell
360,356
-150,664
-29% -$1.12M 0.03% 479
2015
Q2 		$3.77M Buy
511,020
+81,953
+19% +$658K 0.04% 415
2015
Q1 		$3.58M Buy
429,067
+149,044
+53% +$1.27M 0.04% 418
2014
Q4 		$2.31M Buy
280,023
+160,162
+134% +$1.48M 0.03% 436
2014
Q3 		$1.19M Buy
119,861
+28,302
+31% +$298K 0.02% 561
2014
Q2 		$973K Buy
91,559
+73,418
+405% +$763K 0.02% 570
2014
Q1 		$196K Buy
+18,141
New +$201K ﹤0.01% 875

Other funds holding PSEC

YDMI
Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

United Capital Financial Advisors's PSEC Position: Q1 2023 in Review

United Capital Financial Advisors sold out of Prospect Capital (PSEC) in Q1 2023, closing a stake of 20,527 shares — an estimated $143K sold.

United Capital Financial Advisors first reported a position in PSEC in Q1 2014 and held it in 20 quarters. The position peaked at $3.77M in Q2 2015. 250 funds tracked by Wall St. Rank hold PSEC as of Q1 2023.

  • United Capital Financial Advisors reported no remaining Prospect Capital position as of Q1 2023 after selling out during the quarter.
  • United Capital Financial Advisors sold 20,527 Prospect Capital shares in Q1 2023, an estimated $143K.
  • United Capital Financial Advisors first reported a position in Prospect Capital in Q1 2014 and held it in 20 quarters.
  • United Capital Financial Advisors's Prospect Capital position peaked at $3.77M in Q2 2015.
  • 250 funds tracked by Wall St. Rank held Prospect Capital as of Q1 2023.

Based on United Capital Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.