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Nationwide Fund Advisors’s Capital Southwest CSWC Stock Holding History

Nationwide Fund Advisors’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
2017
Q1 		– Sell
-2,900
Closed -$47K – 3194
2016
Q4 		$47K Buy
2,900
+400
+16% +$5.94K ﹤0.01% 3010
2016
Q3 		$37K Buy
2,500
+400
+19% +$5.82K ﹤0.01% 3084
2016
Q2 		$29K Buy
2,100
+700
+50% +$9.73K ﹤0.01% 3126
2016
Q1 		$19K Hold
1,400
– – ﹤0.01% 3098
2015
Q4 		$19K Sell
1,400
-2,414
-63% -$35.4K ﹤0.01% 3084
2015
Q3 		$66K Sell
3,814
-272
-7% -$4.79K ﹤0.01% 2988
2015
Q2 		$75K Hold
4,086
– – ﹤0.01% 3064
2015
Q1 		$70K Sell
4,086
-1,090
-21% -$18.2K ﹤0.01% 3042
2014
Q4 		$72K Sell
5,176
-3,821
-42% -$52.1K ﹤0.01% 2976
2014
Q3 		$118K Sell
8,997
-899
-9% -$12.3K ﹤0.01% 2918
2014
Q2 		$131K Sell
9,896
-24,759
-71% -$320K ﹤0.01% 2936
2014
Q1 		$442K Sell
34,655
-689
-2% -$8.75K ﹤0.01% 2110
2013
Q4 		$452K Sell
35,344
-414
-1% -$5.08K ﹤0.01% 2287
2013
Q3 		$449K Buy
35,758
+6,088
+21% +$78.9K ﹤0.01% 2275
2013
Q2 		$375K Buy
+29,670
New +$349K ﹤0.01% 2165

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

Nationwide Fund Advisors's CSWC Position: Q1 2017 in Review

Nationwide Fund Advisors sold out of Capital Southwest (CSWC) in Q1 2017, closing a stake of 2,900 shares — an estimated $47K sold.

Nationwide Fund Advisors first reported a position in CSWC in Q2 2013 and held it in 15 quarters. The position peaked at $452K in Q4 2013. 43 funds tracked by Wall St. Rank hold CSWC as of Q1 2017.

  • Nationwide Fund Advisors reported no remaining Capital Southwest position as of Q1 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 2,900 Capital Southwest shares in Q1 2017, an estimated $47K.
  • Nationwide Fund Advisors first reported a position in Capital Southwest in Q2 2013 and held it in 15 quarters.
  • Nationwide Fund Advisors's Capital Southwest position peaked at $452K in Q4 2013.
  • 43 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2017.

Based on Nationwide Fund Advisors's 13F filing for Q1 2017, filed 21 Apr 2017.