BWP
CSWC icon

Baldwin Wealth Partners’s Capital Southwest CSWC Stock Holding History

Baldwin Wealth 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
2017
Q3 		– Sell
-3,360
Closed -$54K – 486
2017
Q2 		$54K Hold
3,360
– – 0.01% 291
2017
Q1 		$57K Hold
3,360
– – 0.01% 280
2016
Q4 		$54K Hold
3,360
– – 0.01% 288
2016
Q3 		$49K Buy
+3,360
New +$48.9K 0.01% 304

Other funds holding CSWC

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
MCP
Moab Capital Partners Southampton, New York $41M AUM 33.21% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 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
CP
Clover Partners Dallas, Texas $43.1M AUM 4.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

Baldwin Wealth Partners's CSWC Position: Q3 2017 in Review

Baldwin Wealth Partners sold out of Capital Southwest (CSWC) in Q3 2017, closing a stake of 3,360 shares — an estimated $54K sold.

Baldwin Wealth Partners first reported a position in CSWC in Q3 2016 and held it in 4 quarters. The position peaked at $57K in Q1 2017. 41 funds tracked by Wall St. Rank hold CSWC as of Q3 2017.

  • Baldwin Wealth Partners reported no remaining Capital Southwest position as of Q3 2017 after selling out during the quarter.
  • Baldwin Wealth Partners sold 3,360 Capital Southwest shares in Q3 2017, an estimated $54K.
  • Baldwin Wealth Partners first reported a position in Capital Southwest in Q3 2016 and held it in 4 quarters.
  • Baldwin Wealth Partners's Capital Southwest position peaked at $57K in Q1 2017.
  • 41 funds tracked by Wall St. Rank held Capital Southwest as of Q3 2017.

Based on Baldwin Wealth Partners's 13F filing for Q3 2017, filed 26 Oct 2017.