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Emerald Acquisition’s Capital Southwest CSWC Stock Holding History

Emerald Acquisition’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 		$1.97M Buy
134,021
+2,210
+2% +$32.2K ﹤0.01% 1766
2016
Q2 		$1.8M Buy
+131,811
New +$1.83M ﹤0.01% 1887

Other funds holding CSWC

MCP
Moab Capital Partners Southampton, New York $41M AUM 33.21% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 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
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

Emerald Acquisition's CSWC Position: Q3 2016 in Review

Emerald Acquisition increased its Capital Southwest (CSWC) stake by 1.7% in Q3 2016, buying an estimated $32.2K and bringing the position to 134,021 shares worth $1.97M. The position accounts for ﹤0.01% of the portfolio, ranked #1766.

Emerald Acquisition first reported a position in CSWC in Q2 2016 and has held it in 2 quarters since. 46 funds tracked by Wall St. Rank hold CSWC as of Q3 2016.

  • Emerald Acquisition held 134,021 shares of Capital Southwest worth $1.97M as of Q3 2016.
  • Emerald Acquisition bought 2,210 Capital Southwest shares in Q3 2016, an estimated $32.2K.
  • Capital Southwest made up ﹤0.01% of Emerald Acquisition's portfolio in Q3 2016, its #1766 holding.
  • Emerald Acquisition first reported a position in Capital Southwest in Q2 2016 and has held it in 2 quarters since.
  • 46 funds tracked by Wall St. Rank held Capital Southwest as of Q3 2016.

Based on Emerald Acquisition's 13F filing for Q3 2016, filed 9 Nov 2016.