Artisan Partners
CSWC icon

Artisan Partners’s Capital Southwest CSWC Stock Holding History

Artisan Partners’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
2016
Q2 		– Sell
-100,699
Closed -$1.4M – 283
2016
Q1 		$1.4M Sell
100,699
-101,309
-50% -$1.42M ﹤0.01% 342
2015
Q4 		$2.8M Sell
202,008
-454,688
-69% -$6.66M 0.01% 362
2015
Q3 		$11.4M Buy
656,696
+104,094
+19% +$1.83M 0.02% 266
2015
Q2 		$10.1M Buy
552,602
+85,461
+18% +$1.54M 0.02% 296
2015
Q1 		$7.96M Buy
+467,141
New +$7.79M 0.01% 318

Other funds holding CSWC

MCP
Moab Capital Partners Southampton, New York $41M AUM 33.21% 1-Year Est. Return
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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
CP
Clover Partners Dallas, Texas $43.1M AUM 4.09% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

Artisan Partners's CSWC Position: Q2 2016 in Review

Artisan Partners sold out of Capital Southwest (CSWC) in Q2 2016, closing a stake of 100,699 shares — an estimated $1.4M sold.

Artisan Partners first reported a position in CSWC in Q1 2015 and held it in 5 quarters. The position peaked at $11.4M in Q3 2015. 47 funds tracked by Wall St. Rank hold CSWC as of Q2 2016.

  • Artisan Partners reported no remaining Capital Southwest position as of Q2 2016 after selling out during the quarter.
  • Artisan Partners sold 100,699 Capital Southwest shares in Q2 2016, an estimated $1.4M.
  • Artisan Partners first reported a position in Capital Southwest in Q1 2015 and held it in 5 quarters.
  • Artisan Partners's Capital Southwest position peaked at $11.4M in Q3 2015.
  • 47 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2016.

Based on Artisan Partners's 13F filing for Q2 2016, filed 11 Aug 2016.