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Winch Advisory Services’s Prospect Capital PSEC Stock Holding History

Winch Advisory 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
Q4 		– Sell
-509
Closed -$3K – 450
2020
Q3 		$3K Buy
509
+13
+3% +$65 ﹤0.01% 306
2020
Q2 		$3K Buy
496
+18
+4% +$84 ﹤0.01% 305
2020
Q1 		$2K Buy
478
+14
+3% +$83 ﹤0.01% 293
2019
Q4 		$3K Buy
464
+13
+3% +$85 ﹤0.01% 299
2019
Q3 		$3K Buy
451
+12
+3% +$79 ﹤0.01% 277
2019
Q2 		$3K Sell
439
-86
-16% -$569 ﹤0.01% 320
2019
Q1 		$3K Buy
525
+9
+2% +$60 ﹤0.01% 293
2018
Q4 		$3K Hold
516
– – ﹤0.01% 270
2018
Q3 		$4K Hold
516
– – ﹤0.01% 242
2018
Q2 		$3K Hold
516
– – ﹤0.01% 264
2018
Q1 		$3K Hold
516
– – ﹤0.01% 253
2017
Q4 		$3K Hold
516
– – ﹤0.01% 244
2017
Q3 		$3K Buy
516
+5
+1% +$37 ﹤0.01% 234
2017
Q2 		$4K Buy
511
+15
+3% +$129 ﹤0.01% 230
2017
Q1 		$4K Buy
496
+13
+3% +$117 ﹤0.01% 213
2016
Q4 		$4K Buy
483
+15
+3% +$120 ﹤0.01% 197
2016
Q3 		$4K Hold
468
– – ﹤0.01% 208
2016
Q2 		$4K Hold
468
– – ﹤0.01% 196
2016
Q1 		$3K Hold
468
– – ﹤0.01% 177
2015
Q4 		$3K Buy
468
+16
+4% +$116 ﹤0.01% 198
2015
Q3 		$3K Buy
452
+14
+3% +$104 ﹤0.01% 184
2015
Q2 		$3K Buy
438
+14
+3% +$112 ﹤0.01% 238
2015
Q1 		$4K Buy
+424
New +$3.62K ﹤0.01% 208
2014
Q4 		– Sell
-400
Closed -$4K – 150
2014
Q3 		$4K Buy
400
+100
+33% +$1.05K ﹤0.01% 186
2014
Q2 		$3K Buy
300
+100
+50% +$1.04K ﹤0.01% 222
2014
Q1 		$2K Buy
+200
New +$2.21K ﹤0.01% 248

Other funds holding PSEC

LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Winch Advisory Services's PSEC Position: Q4 2020 in Review

Winch Advisory Services sold out of Prospect Capital (PSEC) in Q4 2020, closing a stake of 509 shares — an estimated $3K sold.

Winch Advisory Services first reported a position in PSEC in Q1 2014 and held it in 26 quarters. The position peaked at $4K in Q3 2018. 200 funds tracked by Wall St. Rank hold PSEC as of Q4 2020.

  • Winch Advisory Services reported no remaining Prospect Capital position as of Q4 2020 after selling out during the quarter.
  • Winch Advisory Services sold 509 Prospect Capital shares in Q4 2020, an estimated $3K.
  • Winch Advisory Services first reported a position in Prospect Capital in Q1 2014 and held it in 26 quarters.
  • Winch Advisory Services's Prospect Capital position peaked at $4K in Q3 2018.
  • 200 funds tracked by Wall St. Rank held Prospect Capital as of Q4 2020.

Based on Winch Advisory Services's 13F filing for Q4 2020, filed 9 Feb 2021.