Everett Harris & Co’s Capital Southwest CSWC Stock Holding History

Everett Harris & Co’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 Q2	–	Sell	-13,040	Closed	-$181K	–	238
2016 Q1	$181K	Sell	13,040 -365	-3%	-$5.12K	0.01%	230
2015 Q4	$186K	Sell	13,405 -23,573	-64%	-$345K	0.01%	223
2015 Q3	$643K	Sell	36,978 -681	-2%	-$12K	0.02%	155
2015 Q2	$690K	Buy	37,659 +109	+0.3%	+$1.96K	0.02%	152
2015 Q1	$640K	Buy	37,550 +149	+0.4%	+$2.48K	0.02%	151
2014 Q4	$521K	Buy	+37,401	New	+$510K	0.02%	159

Other funds holding CSWC

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

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

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

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

First Manhattan

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

Clover Partners Dallas, Texas $43.1M AUM 4.09% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 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