LP
CSWC icon

LMR Partners’s Capital Southwest CSWC Stock Holding History

LMR Partners’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
2014
Q4 		– Sell
-35,251
Closed -$463K – 381
2014
Q3 		$463K Sell
35,251
-76,218
-68% -$1.04M 0.04% 189
2014
Q2 		$1.47M Buy
+111,469
New +$1.44M 0.12% 208

Other funds holding CSWC

ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
First Manhattan
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
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
RRC
Red Rocks Capital Denver, Colorado $296M AUM 1.84% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

LMR Partners's CSWC Position: Q4 2014 in Review

LMR Partners sold out of Capital Southwest (CSWC) in Q4 2014, closing a stake of 35,251 shares — an estimated $463K sold.

LMR Partners first reported a position in CSWC in Q2 2014 and held it in 2 quarters. The position peaked at $1.47M in Q2 2014. 63 funds tracked by Wall St. Rank hold CSWC as of Q4 2014.

  • LMR Partners reported no remaining Capital Southwest position as of Q4 2014 after selling out during the quarter.
  • LMR Partners sold 35,251 Capital Southwest shares in Q4 2014, an estimated $463K.
  • LMR Partners first reported a position in Capital Southwest in Q2 2014 and held it in 2 quarters.
  • LMR Partners's Capital Southwest position peaked at $1.47M in Q2 2014.
  • 63 funds tracked by Wall St. Rank held Capital Southwest as of Q4 2014.

Based on LMR Partners's 13F filing for Q4 2014, filed 20 Jan 2015.