CAM
SWS

Capstone Asset Management’s SWS GROUP INC SWS Stock Holding History

Capstone Asset Management’s Portfolio SWS Stock Details SWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-18,920
Closed -$131K – 1684
2014
Q4 		$131K Sell
18,920
-500
-3% -$3.52K ﹤0.01% 1621
2014
Q3 		$134K Sell
19,420
-1,340
-6% -$9.7K ﹤0.01% 1616
2014
Q2 		$151K Sell
20,760
-262
-1% -$1.94K ﹤0.01% 1626
2014
Q1 		$157K Sell
21,022
-1,140
-5% -$8.75K ﹤0.01% 1690
2013
Q4 		$135K Sell
22,162
-2,937
-12% -$17.3K ﹤0.01% 1820
2013
Q3 		$140K Buy
25,099
+290
+1% +$1.67K ﹤0.01% 1913
2013
Q2 		$135K Buy
+24,809
New +$143K ﹤0.01% 1867

Capstone Asset Management's SWS Position: Q1 2015 in Review

Capstone Asset Management sold out of SWS GROUP INC (SWS) in Q1 2015, closing a stake of 18,920 shares — an estimated $131K sold.

Capstone Asset Management first reported a position in SWS in Q2 2013 and held it in 7 quarters. The position peaked at $157K in Q1 2014. 0 funds tracked by Wall St. Rank hold SWS as of Q1 2015.

  • Capstone Asset Management reported no remaining SWS GROUP INC position as of Q1 2015 after selling out during the quarter.
  • Capstone Asset Management sold 18,920 SWS GROUP INC shares in Q1 2015, an estimated $131K.
  • Capstone Asset Management first reported a position in SWS GROUP INC in Q2 2013 and held it in 7 quarters.
  • Capstone Asset Management's SWS GROUP INC position peaked at $157K in Q1 2014.
  • 0 funds tracked by Wall St. Rank held SWS GROUP INC as of Q1 2015.

Based on Capstone Asset Management's 13F filing for Q1 2015, filed 10 Apr 2015.