Hillsdale Investment Management’s Capital Southwest CSWC Stock Holding History

Hillsdale Investment Management’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 Q1	–	Sell	-7,100	Closed	-$136K	–	614
2018 Q4	$136K	Buy	+7,100	New	+$137K	0.02%	393
2018 Q1	–	Sell	-4,200	Closed	-$70K	–	484
2017 Q4	$70K	Buy	+4,200	New	+$71.5K	0.01%	295
2014 Q1	–	Sell	-20,430	Closed	-$262K	–	544
2013 Q4	$262K	Buy	20,430 +2,452	+14%	+$30.1K	0.08%	250
2013 Q3	$226K	Buy	+17,978	New	+$233K	0.07%	270

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

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

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Hillsdale Investment Management's CSWC Position: Q1 2019 in Review

Hillsdale Investment Management sold out of Capital Southwest (CSWC) in Q1 2019, closing a stake of 7,100 shares — an estimated $136K sold.

Hillsdale Investment Management first reported a position in CSWC in Q3 2013 and held it in 4 quarters. The position peaked at $262K in Q4 2013. 63 funds tracked by Wall St. Rank hold CSWC as of Q1 2019.

Hillsdale Investment Management reported no remaining Capital Southwest position as of Q1 2019 after selling out during the quarter.
Hillsdale Investment Management sold 7,100 Capital Southwest shares in Q1 2019, an estimated $136K.
Hillsdale Investment Management first reported a position in Capital Southwest in Q3 2013 and held it in 4 quarters.
Hillsdale Investment Management's Capital Southwest position peaked at $262K in Q4 2013.
63 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2019.

Based on Hillsdale Investment Management's 13F filing for Q1 2019, filed 13 May 2019.