AIM
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Advantage Investment Management’s Capital Southwest CSWC Stock Holding History

Advantage Investment Management’s Portfolio CSWC Stock Details CSWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		$173K Buy
7,955
+6,778
+576% +$146K 0.13% 159
2019
Q2 		$25K Buy
+1,177
New +$25.6K 0.02% 476

Other funds holding CSWC

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
MCP
Moab Capital Partners Southampton, New York $41M AUM 33.21% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return

Advantage Investment Management's CSWC Position: Q3 2019 in Review

Advantage Investment Management increased its Capital Southwest (CSWC) stake by 576% in Q3 2019, buying an estimated $146K and bringing the position to 7,955 shares worth $173K. The position accounts for 0.13% of the portfolio, ranked #159.

Advantage Investment Management first reported a position in CSWC in Q2 2019 and has held it in 2 quarters since. 69 funds tracked by Wall St. Rank hold CSWC as of Q3 2019.

  • Advantage Investment Management held 7,955 shares of Capital Southwest worth $173K as of Q3 2019.
  • Advantage Investment Management bought 6,778 Capital Southwest shares in Q3 2019, an estimated $146K.
  • Capital Southwest made up 0.13% of Advantage Investment Management's portfolio in Q3 2019, its #159 holding.
  • Advantage Investment Management first reported a position in Capital Southwest in Q2 2019 and has held it in 2 quarters since.
  • 69 funds tracked by Wall St. Rank held Capital Southwest as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.