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Claraphi Advisory Network’s Capital Southwest CSWC Stock Holding History

Claraphi Advisory Network’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
2020
Q2 		– Sell
-2,176
Closed -$25K – 457
2020
Q1 		$25K Buy
+2,176
New +$39.4K 0.01% 587

Other funds holding CSWC

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
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
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 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

Claraphi Advisory Network's CSWC Position: Q2 2020 in Review

Claraphi Advisory Network sold out of Capital Southwest (CSWC) in Q2 2020, closing a stake of 2,176 shares — an estimated $25K sold.

Claraphi Advisory Network first reported a position in CSWC in Q1 2020 and held it in 1 quarter. The position peaked at $25K in Q1 2020. 67 funds tracked by Wall St. Rank hold CSWC as of Q2 2020.

  • Claraphi Advisory Network reported no remaining Capital Southwest position as of Q2 2020 after selling out during the quarter.
  • Claraphi Advisory Network sold 2,176 Capital Southwest shares in Q2 2020, an estimated $25K.
  • Claraphi Advisory Network first reported a position in Capital Southwest in Q1 2020 and held it in 1 quarter.
  • Claraphi Advisory Network's Capital Southwest position peaked at $25K in Q1 2020.
  • 67 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.