IFG Advisory’s Capital Southwest CSWC Stock Holding History

IFG Advisory’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
2022 Q2	–	Sell	-11,488	Closed	-$272K	–	477
2022 Q1	$272K	Buy	+11,488	New	+$281K	0.03%	419

Other funds holding CSWC

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

ZIG

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

PAIM

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

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

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

IFG Advisory's CSWC Position: Q2 2022 in Review

IFG Advisory sold out of Capital Southwest (CSWC) in Q2 2022, closing a stake of 11,488 shares — an estimated $272K sold.

IFG Advisory first reported a position in CSWC in Q1 2022 and held it in 1 quarter. The position peaked at $272K in Q1 2022. 101 funds tracked by Wall St. Rank hold CSWC as of Q2 2022.

IFG Advisory reported no remaining Capital Southwest position as of Q2 2022 after selling out during the quarter.
IFG Advisory sold 11,488 Capital Southwest shares in Q2 2022, an estimated $272K.
IFG Advisory first reported a position in Capital Southwest in Q1 2022 and held it in 1 quarter.
IFG Advisory's Capital Southwest position peaked at $272K in Q1 2022.
101 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2022.

Based on IFG Advisory's 13F filing for Q2 2022, filed 4 Aug 2022.