KACA
CSWC icon

Kayne Anderson Capital Advisors’s Capital Southwest CSWC Stock Holding History

Kayne Anderson Capital 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
2017
Q2 		– Sell
-40,000
Closed -$676K – 95
2017
Q1 		$676K Hold
40,000
– – 0.01% 81
2016
Q4 		$646K Sell
40,000
-45,000
-53% -$669K 0.01% 83
2016
Q3 		$1.25M Buy
85,000
+22,000
+35% +$320K 0.01% 82
2016
Q2 		$860K Buy
+63,000
New +$876K 0.01% 90

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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 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

Kayne Anderson Capital Advisors's CSWC Position: Q2 2017 in Review

Kayne Anderson Capital Advisors sold out of Capital Southwest (CSWC) in Q2 2017, closing a stake of 40,000 shares — an estimated $676K sold.

Kayne Anderson Capital Advisors first reported a position in CSWC in Q2 2016 and held it in 4 quarters. The position peaked at $1.25M in Q3 2016. 48 funds tracked by Wall St. Rank hold CSWC as of Q2 2017.

  • Kayne Anderson Capital Advisors reported no remaining Capital Southwest position as of Q2 2017 after selling out during the quarter.
  • Kayne Anderson Capital Advisors sold 40,000 Capital Southwest shares in Q2 2017, an estimated $676K.
  • Kayne Anderson Capital Advisors first reported a position in Capital Southwest in Q2 2016 and held it in 4 quarters.
  • Kayne Anderson Capital Advisors's Capital Southwest position peaked at $1.25M in Q3 2016.
  • 48 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2017.

Based on Kayne Anderson Capital Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.