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Cutler Group’s Capital Southwest CSWC Stock Holding History

Cutler Group’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
Q4 		– Sell
-1,200
Closed -$20K – 5044
2017
Q3 		$20K Hold
1,200
– – ﹤0.01% 3133
2017
Q2 		$19K Buy
1,200
+700
+140% +$11.3K ﹤0.01% 3444
2017
Q1 		$8K Hold
500
– – ﹤0.01% 4248
2016
Q4 		$8K Hold
500
– – ﹤0.01% 4412
2016
Q3 		$7K Hold
500
– – ﹤0.01% 4573
2016
Q2 		$6K Buy
+500
New +$6.95K ﹤0.01% 4717

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
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 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
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Cutler Group's CSWC Position: Q4 2017 in Review

Cutler Group sold out of Capital Southwest (CSWC) in Q4 2017, closing a stake of 1,200 shares — an estimated $20K sold.

Cutler Group first reported a position in CSWC in Q2 2016 and held it in 6 quarters. The position peaked at $20K in Q3 2017. 41 funds tracked by Wall St. Rank hold CSWC as of Q4 2017.

  • Cutler Group reported no remaining Capital Southwest position as of Q4 2017 after selling out during the quarter.
  • Cutler Group sold 1,200 Capital Southwest shares in Q4 2017, an estimated $20K.
  • Cutler Group first reported a position in Capital Southwest in Q2 2016 and held it in 6 quarters.
  • Cutler Group's Capital Southwest position peaked at $20K in Q3 2017.
  • 41 funds tracked by Wall St. Rank held Capital Southwest as of Q4 2017.

Based on Cutler Group's 13F filing for Q4 2017, filed 17 Jan 2018.