Grantham, Mayo, Van Otterloo & Co (GMO)
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Grantham, Mayo, Van Otterloo & Co (GMO)’s Capital Southwest CSWC Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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
-51,200
Closed -$1.08M – 720
2019
Q1 		$1.08M Buy
+51,200
New +$1.09M 0.01% 474

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

Grantham, Mayo, Van Otterloo & Co (GMO)'s CSWC Position: Q2 2019 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) sold out of Capital Southwest (CSWC) in Q2 2019, closing a stake of 51,200 shares — an estimated $1.08M sold.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in CSWC in Q1 2019 and held it in 1 quarter. The position peaked at $1.08M in Q1 2019. 66 funds tracked by Wall St. Rank hold CSWC as of Q2 2019.

  • Grantham, Mayo, Van Otterloo & Co (GMO) reported no remaining Capital Southwest position as of Q2 2019 after selling out during the quarter.
  • Grantham, Mayo, Van Otterloo & Co (GMO) sold 51,200 Capital Southwest shares in Q2 2019, an estimated $1.08M.
  • Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Capital Southwest in Q1 2019 and held it in 1 quarter.
  • Grantham, Mayo, Van Otterloo & Co (GMO)'s Capital Southwest position peaked at $1.08M in Q1 2019.
  • 66 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2019.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q2 2019, filed 13 Aug 2019.