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
2016 Q3	–	Sell	-7,500	Closed	-$18K	–	6736
2016 Q2	$18K	Buy	+7,500	New	+$104K	﹤0.01%	3469

Other funds holding CSWC

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Moab Capital Partners Southampton, New York $41M AUM 33.21% 1-Year Est. Return

Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

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

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

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.