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Mechanics Bank - Trust Department’s Capital Southwest CSWC Stock Holding History

Mechanics Bank - Trust Department’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
2019
Q4 		– Sell
-960
Closed -$21K – 184
2019
Q3 		$21K Buy
+960
New +$20.7K ﹤0.01% 212

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
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MCP
Moab Capital Partners Southampton, New York $41M AUM 33.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return

Mechanics Bank - Trust Department's CSWC Position: Q4 2019 in Review

Mechanics Bank - Trust Department sold out of Capital Southwest (CSWC) in Q4 2019, closing a stake of 960 shares — an estimated $21K sold.

Mechanics Bank - Trust Department first reported a position in CSWC in Q3 2019 and held it in 1 quarter. The position peaked at $21K in Q3 2019. 80 funds tracked by Wall St. Rank hold CSWC as of Q4 2019.

  • Mechanics Bank - Trust Department reported no remaining Capital Southwest position as of Q4 2019 after selling out during the quarter.
  • Mechanics Bank - Trust Department sold 960 Capital Southwest shares in Q4 2019, an estimated $21K.
  • Mechanics Bank - Trust Department first reported a position in Capital Southwest in Q3 2019 and held it in 1 quarter.
  • Mechanics Bank - Trust Department's Capital Southwest position peaked at $21K in Q3 2019.
  • 80 funds tracked by Wall St. Rank held Capital Southwest as of Q4 2019.

Based on Mechanics Bank - Trust Department's 13F filing for Q4 2019, filed 23 Jan 2020.