Manulife (Manufacturers Life Insurance)
CSWC icon

Manulife (Manufacturers Life Insurance)’s Capital Southwest CSWC Stock Holding History

Manulife (Manufacturers Life Insurance)’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
2018
Q3 		– Sell
-508
Closed -$9K – 3105
2018
Q2 		$9K Hold
508
– – ﹤0.01% 3909
2018
Q1 		$9K Hold
508
– – ﹤0.01% 3940
2017
Q4 		$8K Buy
508
+445
+706% +$7.58K ﹤0.01% 4031
2017
Q3 		$1K Buy
63
+1
+2% +$17 ﹤0.01% 4150
2017
Q2 		$1K Sell
62
-32
-34% -$517 ﹤0.01% 4200
2017
Q1 		$2K Buy
+94
New +$1.54K ﹤0.01% 3932
2016
Q4 		– Sell
-94
Closed -$1K – 4357
2016
Q3 		$1K Hold
94
– – ﹤0.01% 4126
2016
Q2 		$1K Hold
94
– – ﹤0.01% 4084
2016
Q1 		$1K Hold
94
– – ﹤0.01% 3995
2015
Q4 		$1 Sell
94
-162
-63% -$2.37K ﹤0.01% 3868
2015
Q3 		$2 Hold
256
– – ﹤0.01% 3829
2015
Q2 		$5 Hold
256
– – ﹤0.01% 3687
2015
Q1 		$4 Hold
256
– – ﹤0.01% 3709
2014
Q4 		$4 Hold
256
– – ﹤0.01% 3635
2014
Q3 		$3 Hold
256
– – ﹤0.01% 3704
2014
Q2 		$3K Sell
256
-26,556
-99% -$343K ﹤0.01% 3624
2014
Q1 		$341 Buy
26,812
+613
+2% +$7.79K ﹤0.01% 2339
2013
Q4 		$336 Buy
26,199
+2,489
+10% +$30.5K ﹤0.01% 2327
2013
Q3 		$298 Hold
23,710
– – ﹤0.01% 2341
2013
Q2 		$299K Buy
+23,710
New +$279K ﹤0.01% 2252

Other funds holding CSWC

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
MCP
Moab Capital Partners Southampton, New York $41M AUM 33.21% 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
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)'s CSWC Position: Q3 2018 in Review

Manulife (Manufacturers Life Insurance) sold out of Capital Southwest (CSWC) in Q3 2018, closing a stake of 508 shares — an estimated $9K sold.

Manulife (Manufacturers Life Insurance) first reported a position in CSWC in Q2 2013 and held it in 20 quarters. The position peaked at $299K in Q2 2013. 48 funds tracked by Wall St. Rank hold CSWC as of Q3 2018.

  • Manulife (Manufacturers Life Insurance) reported no remaining Capital Southwest position as of Q3 2018 after selling out during the quarter.
  • Manulife (Manufacturers Life Insurance) sold 508 Capital Southwest shares in Q3 2018, an estimated $9K.
  • Manulife (Manufacturers Life Insurance) first reported a position in Capital Southwest in Q2 2013 and held it in 20 quarters.
  • Manulife (Manufacturers Life Insurance)'s Capital Southwest position peaked at $299K in Q2 2013.
  • 48 funds tracked by Wall St. Rank held Capital Southwest as of Q3 2018.

Based on Manulife (Manufacturers Life Insurance)'s 13F filing for Q3 2018, filed 14 Nov 2018.