American Portfolios Advisors’s Capital Southwest CSWC Stock Holding History

American Portfolios Advisors’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
2021 Q1	–	Sell	-1,180	Closed	-$20.9K	–	3279
2020 Q4	$20.9K	Hold	1,180	–	–	﹤0.01%	1791
2020 Q3	$16.6K	Hold	1,180	–	–	﹤0.01%	1778
2020 Q2	$15.9K	Hold	1,180	–	–	﹤0.01%	1744
2020 Q1	$13.5K	Hold	1,180	–	–	﹤0.01%	1685
2019 Q4	$24.6K	Hold	1,180	–	–	﹤0.01%	1643
2019 Q3	$25.7K	Hold	1,180	–	–	﹤0.01%	1559
2019 Q2	$24.7K	Hold	1,180	–	–	﹤0.01%	1594
2019 Q1	$24.8K	Buy	+1,180	New	+$25.1K	﹤0.01%	1506

Other funds holding CSWC

SMH

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

ZIG

Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

MCM

Moerus Capital Management New York $271M AUM 58.78% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

American Portfolios Advisors's CSWC Position: Q1 2021 in Review

American Portfolios Advisors sold out of Capital Southwest (CSWC) in Q1 2021, closing a stake of 1,180 shares — an estimated $20.9K sold.

American Portfolios Advisors first reported a position in CSWC in Q1 2019 and held it in 8 quarters. The position peaked at $25.7K in Q3 2019. 80 funds tracked by Wall St. Rank hold CSWC as of Q1 2021.

American Portfolios Advisors reported no remaining Capital Southwest position as of Q1 2021 after selling out during the quarter.
American Portfolios Advisors sold 1,180 Capital Southwest shares in Q1 2021, an estimated $20.9K.
American Portfolios Advisors first reported a position in Capital Southwest in Q1 2019 and held it in 8 quarters.
American Portfolios Advisors's Capital Southwest position peaked at $25.7K in Q3 2019.
80 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2021.

Based on American Portfolios Advisors's 13F filing for Q1 2021, filed 22 Mar 2023.