TCI Wealth Advisors’s Capital Southwest CSWC Stock Holding History

TCI Wealth 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
2022 Q1	–	Sell	-2,000	Closed	-$51K	–	2270
2021 Q4	$51K	Hold	2,000	–	–	0.01%	410
2021 Q3	$50K	Buy	+2,000	New	+$52.1K	0.01%	418
2018 Q1	–	Sell	-815	Closed	-$13K	–	1362
2017 Q4	$13K	Hold	815	–	–	0.01%	578
2017 Q3	$14K	Hold	815	–	–	0.01%	527
2017 Q2	$13K	Hold	815	–	–	0.01%	540
2017 Q1	$14K	Hold	815	–	–	0.01%	512
2016 Q4	$13K	Hold	815	–	–	0.01%	568
2016 Q3	$12K	Hold	815	–	–	0.01%	532
2016 Q2	$11K	Hold	815	–	–	0.01%	538
2016 Q1	$11K	Hold	815	–	–	0.01%	555
2015 Q4	$11K	Sell	815 -1,405	-63%	-$20.6K	0.01%	553
2015 Q3	$39K	Hold	2,220	–	–	0.02%	311
2015 Q2	$41K	Hold	2,220	–	–	0.02%	296
2015 Q1	$38K	Hold	2,220	–	–	0.02%	264
2014 Q4	$31K	Hold	2,220	–	–	0.02%	296
2014 Q3	$29K	Hold	2,220	–	–	0.02%	290
2014 Q2	$29K	Hold	2,220	–	–	0.02%	304
2014 Q1	$28K	Buy	+2,220	New	+$28.2K	0.02%	287

Other funds holding CSWC

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

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

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

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

TCI Wealth Advisors's CSWC Position: Q1 2022 in Review

TCI Wealth Advisors sold out of Capital Southwest (CSWC) in Q1 2022, closing a stake of 2,000 shares — an estimated $51K sold.

TCI Wealth Advisors first reported a position in CSWC in Q1 2014 and held it in 18 quarters. The position peaked at $51K in Q4 2021. 89 funds tracked by Wall St. Rank hold CSWC as of Q1 2022.

TCI Wealth Advisors reported no remaining Capital Southwest position as of Q1 2022 after selling out during the quarter.
TCI Wealth Advisors sold 2,000 Capital Southwest shares in Q1 2022, an estimated $51K.
TCI Wealth Advisors first reported a position in Capital Southwest in Q1 2014 and held it in 18 quarters.
TCI Wealth Advisors's Capital Southwest position peaked at $51K in Q4 2021.
89 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2022.

Based on TCI Wealth Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.