FNC
CSWC icon

First National Corp’s Capital Southwest CSWC Stock Holding History

First National Corp’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
2019
Q2 		– Sell
-5,327
Closed -$112K – 200
2019
Q1 		$112K Buy
5,327
+46
+0.9% +$980 0.05% 170
2018
Q4 		$101K Buy
+5,281
New +$102K 0.05% 181

Other funds holding CSWC

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
MCP
Moab Capital Partners Southampton, New York $41M AUM 33.21% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

First National Corp's CSWC Position: Q2 2019 in Review

First National Corp sold out of Capital Southwest (CSWC) in Q2 2019, closing a stake of 5,327 shares — an estimated $112K sold.

First National Corp first reported a position in CSWC in Q4 2018 and held it in 2 quarters. The position peaked at $112K in Q1 2019. 66 funds tracked by Wall St. Rank hold CSWC as of Q2 2019.

  • First National Corp reported no remaining Capital Southwest position as of Q2 2019 after selling out during the quarter.
  • First National Corp sold 5,327 Capital Southwest shares in Q2 2019, an estimated $112K.
  • First National Corp first reported a position in Capital Southwest in Q4 2018 and held it in 2 quarters.
  • First National Corp's Capital Southwest position peaked at $112K in Q1 2019.
  • 66 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2019.

Based on First National Corp's 13F filing for Q2 2019, filed 30 Jul 2019.