ACI
CSWC icon

AMP Capital Investors’s Capital Southwest CSWC Stock Holding History

AMP Capital Investors’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
2015
Q1 		– Sell
-35,486
Closed -$495K – 1176
2014
Q4 		$495K Sell
35,486
-23,154
-39% -$316K ﹤0.01% 999
2014
Q3 		$802K Buy
58,640
+43,386
+284% +$592K 0.01% 928
2014
Q2 		$203K Buy
+15,254
New +$197K ﹤0.01% 1149
2013
Q3 		– Sell
-70,497
Closed -$884K – 1212
2013
Q2 		$884K Buy
+70,497
New +$830K 0.01% 938

Other funds holding CSWC

ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CP
Clover Partners Dallas, Texas $43.1M AUM 4.09% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
ICM
ISZO Capital Management New York $2M AUM 35.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

AMP Capital Investors's CSWC Position: Q1 2015 in Review

AMP Capital Investors sold out of Capital Southwest (CSWC) in Q1 2015, closing a stake of 35,486 shares — an estimated $495K sold.

AMP Capital Investors first reported a position in CSWC in Q2 2013 and held it in 4 quarters. The position peaked at $884K in Q2 2013. 66 funds tracked by Wall St. Rank hold CSWC as of Q1 2015.

  • AMP Capital Investors reported no remaining Capital Southwest position as of Q1 2015 after selling out during the quarter.
  • AMP Capital Investors sold 35,486 Capital Southwest shares in Q1 2015, an estimated $495K.
  • AMP Capital Investors first reported a position in Capital Southwest in Q2 2013 and held it in 4 quarters.
  • AMP Capital Investors's Capital Southwest position peaked at $884K in Q2 2013.
  • 66 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2015.

Based on AMP Capital Investors's 13F filing for Q1 2015, filed 14 May 2015.