MFS
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MSI Financial Services’s Capital Southwest CSWC Stock Holding History

MSI Financial Services’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
2016
Q4 		– Sell
-184
Closed -$3K – 3850
2016
Q3 		$3K Hold
184
– – ﹤0.01% 3322
2016
Q2 		$3K Hold
184
– – ﹤0.01% 3340
2016
Q1 		$3K Hold
184
– – ﹤0.01% 3380
2015
Q4 		$3K Buy
+184
New +$2.69K ﹤0.01% 3288

Other funds holding CSWC

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
MCP
Moab Capital Partners Southampton, New York $41M AUM 33.21% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
CP
Clover Partners Dallas, Texas $43.1M AUM 4.09% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

MSI Financial Services's CSWC Position: Q4 2016 in Review

MSI Financial Services sold out of Capital Southwest (CSWC) in Q4 2016, closing a stake of 184 shares — an estimated $3K sold.

MSI Financial Services first reported a position in CSWC in Q4 2015 and held it in 4 quarters. The position peaked at $3K in Q3 2016. 45 funds tracked by Wall St. Rank hold CSWC as of Q4 2016.

  • MSI Financial Services reported no remaining Capital Southwest position as of Q4 2016 after selling out during the quarter.
  • MSI Financial Services sold 184 Capital Southwest shares in Q4 2016, an estimated $3K.
  • MSI Financial Services first reported a position in Capital Southwest in Q4 2015 and held it in 4 quarters.
  • MSI Financial Services's Capital Southwest position peaked at $3K in Q3 2016.
  • 45 funds tracked by Wall St. Rank held Capital Southwest as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.