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Morton Brown Family Wealth’s Capital Southwest CSWC Stock Holding History

Morton Brown Family Wealth’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
2024
Q1 		– Sell
-1,439
Closed -$34.1K – 236
2023
Q4 		$34.1K Buy
+1,439
New +$32.1K 0.01% 122

Other funds holding CSWC

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
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
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return

Morton Brown Family Wealth's CSWC Position: Q1 2024 in Review

Morton Brown Family Wealth sold out of Capital Southwest (CSWC) in Q1 2024, closing a stake of 1,439 shares — an estimated $34.1K sold.

Morton Brown Family Wealth first reported a position in CSWC in Q4 2023 and held it in 1 quarter. The position peaked at $34.1K in Q4 2023. 142 funds tracked by Wall St. Rank hold CSWC as of Q1 2024.

  • Morton Brown Family Wealth reported no remaining Capital Southwest position as of Q1 2024 after selling out during the quarter.
  • Morton Brown Family Wealth sold 1,439 Capital Southwest shares in Q1 2024, an estimated $34.1K.
  • Morton Brown Family Wealth first reported a position in Capital Southwest in Q4 2023 and held it in 1 quarter.
  • Morton Brown Family Wealth's Capital Southwest position peaked at $34.1K in Q4 2023.
  • 142 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2024.

Based on Morton Brown Family Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.