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Joel Isaacson & Co’s Capital Southwest CSWC Stock Holding History

Joel Isaacson & Co’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
2017
Q1 		– Sell
-1,000
Closed -$16K – 253
2016
Q4 		$16K Buy
+1,000
New +$14.9K ﹤0.01% 451

Other funds holding CSWC

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
MCP
Moab Capital Partners Southampton, New York $41M AUM 33.21% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 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
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

Joel Isaacson & Co's CSWC Position: Q1 2017 in Review

Joel Isaacson & Co sold out of Capital Southwest (CSWC) in Q1 2017, closing a stake of 1,000 shares — an estimated $16K sold.

Joel Isaacson & Co first reported a position in CSWC in Q4 2016 and held it in 1 quarter. The position peaked at $16K in Q4 2016. 43 funds tracked by Wall St. Rank hold CSWC as of Q1 2017.

  • Joel Isaacson & Co reported no remaining Capital Southwest position as of Q1 2017 after selling out during the quarter.
  • Joel Isaacson & Co sold 1,000 Capital Southwest shares in Q1 2017, an estimated $16K.
  • Joel Isaacson & Co first reported a position in Capital Southwest in Q4 2016 and held it in 1 quarter.
  • Joel Isaacson & Co's Capital Southwest position peaked at $16K in Q4 2016.
  • 43 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.