Old Second National Bank of Aurora’s Capital Southwest CSWC Stock Holding History

Old Second National Bank of Aurora’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 Q3	–	Sell	-500	Closed	-$10K	–	348
2019 Q2	$10K	Hold	500	–	–	﹤0.01%	305
2019 Q1	$11K	Hold	500	–	–	﹤0.01%	317
2018 Q4	$10K	Hold	500	–	–	﹤0.01%	313
2018 Q3	$9K	Hold	500	–	–	﹤0.01%	323
2018 Q2	$9K	Hold	500	–	–	﹤0.01%	324
2018 Q1	$9K	Hold	500	–	–	﹤0.01%	303
2017 Q4	$8K	Hold	500	–	–	﹤0.01%	309
2017 Q3	$9K	Hold	500	–	–	﹤0.01%	316
2017 Q2	$8K	Hold	500	–	–	﹤0.01%	291
2017 Q1	$8K	Hold	500	–	–	﹤0.01%	284
2016 Q4	$8K	Hold	500	–	–	﹤0.01%	290
2016 Q3	$7K	Hold	500	–	–	﹤0.01%	284
2016 Q2	$7K	Hold	500	–	–	﹤0.01%	274
2016 Q1	$7K	Hold	500	–	–	﹤0.01%	278
2015 Q4	$7K	Sell	500 -862	-63%	-$12.6K	﹤0.01%	278
2015 Q3	$24K	Hold	1,362	–	–	0.01%	207
2015 Q2	$25K	Hold	1,362	–	–	0.01%	213
2015 Q1	$23K	Hold	1,362	–	–	0.01%	218
2014 Q4	$19K	Hold	1,362	–	–	0.01%	219
2014 Q3	$18K	Hold	1,362	–	–	0.01%	179
2014 Q2	$18K	Hold	1,362	–	–	0.01%	176
2014 Q1	$17K	Buy	+1,362	New	+$17.3K	0.01%	188

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

MCP

Moab Capital Partners Southampton, New York $41M AUM 33.21% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return

Old Second National Bank of Aurora's CSWC Position: Q3 2019 in Review

Old Second National Bank of Aurora sold out of Capital Southwest (CSWC) in Q3 2019, closing a stake of 500 shares — an estimated $10K sold.

Old Second National Bank of Aurora first reported a position in CSWC in Q1 2014 and held it in 22 quarters. The position peaked at $25K in Q2 2015. 69 funds tracked by Wall St. Rank hold CSWC as of Q3 2019.

Old Second National Bank of Aurora reported no remaining Capital Southwest position as of Q3 2019 after selling out during the quarter.
Old Second National Bank of Aurora sold 500 Capital Southwest shares in Q3 2019, an estimated $10K.
Old Second National Bank of Aurora first reported a position in Capital Southwest in Q1 2014 and held it in 22 quarters.
Old Second National Bank of Aurora's Capital Southwest position peaked at $25K in Q2 2015.
69 funds tracked by Wall St. Rank held Capital Southwest as of Q3 2019.

Based on Old Second National Bank of Aurora's 13F filing for Q3 2019, filed 25 Oct 2019.