Madden Securities’s Capital Southwest CSWC Stock Holding History

Madden Securities’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
2023 Q1	–	Sell	-650	Closed	-$11.1K	–	150
2022 Q4	$11.1K	Buy	+650	New	+$11.6K	0.01%	308

Other funds holding CSWC

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

SIS

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

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

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

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Madden Securities's CSWC Position: Q1 2023 in Review

Madden Securities sold out of Capital Southwest (CSWC) in Q1 2023, closing a stake of 650 shares — an estimated $11.1K sold.

Madden Securities first reported a position in CSWC in Q4 2022 and held it in 1 quarter. The position peaked at $11.1K in Q4 2022. 101 funds tracked by Wall St. Rank hold CSWC as of Q1 2023.

Madden Securities reported no remaining Capital Southwest position as of Q1 2023 after selling out during the quarter.
Madden Securities sold 650 Capital Southwest shares in Q1 2023, an estimated $11.1K.
Madden Securities first reported a position in Capital Southwest in Q4 2022 and held it in 1 quarter.
Madden Securities's Capital Southwest position peaked at $11.1K in Q4 2022.
101 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2023.

Based on Madden Securities's 13F filing for Q1 2023, filed 21 Apr 2023.