HVIA
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Hudson Valley Investment Advisors’s Capital Southwest CSWC Stock Holding History

Hudson Valley Investment Advisors’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
2015
Q3 		– Sell
-11,256
Closed -$206K – 155
2015
Q2 		$206K Buy
+11,256
New +$203K 0.06% 135

Other funds holding CSWC

MCP
Moab Capital Partners Southampton, New York $41M AUM 33.21% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
CP
Clover Partners Dallas, Texas $43.1M AUM 4.09% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
ICM
ISZO Capital Management New York $2M AUM 35.61% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
GCM
Greywolf Capital Management Purchase, New York $67.3M AUM 100.05% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hudson Valley Investment Advisors's CSWC Position: Q3 2015 in Review

Hudson Valley Investment Advisors sold out of Capital Southwest (CSWC) in Q3 2015, closing a stake of 11,256 shares — an estimated $206K sold.

Hudson Valley Investment Advisors first reported a position in CSWC in Q2 2015 and held it in 1 quarter. The position peaked at $206K in Q2 2015. 59 funds tracked by Wall St. Rank hold CSWC as of Q3 2015.

  • Hudson Valley Investment Advisors reported no remaining Capital Southwest position as of Q3 2015 after selling out during the quarter.
  • Hudson Valley Investment Advisors sold 11,256 Capital Southwest shares in Q3 2015, an estimated $206K.
  • Hudson Valley Investment Advisors first reported a position in Capital Southwest in Q2 2015 and held it in 1 quarter.
  • Hudson Valley Investment Advisors's Capital Southwest position peaked at $206K in Q2 2015.
  • 59 funds tracked by Wall St. Rank held Capital Southwest as of Q3 2015.

Based on Hudson Valley Investment Advisors's 13F filing for Q3 2015, filed 16 Oct 2015.