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Valeo Financial Advisors’s Capital Southwest CSWC Stock Holding History

Valeo Financial 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
2020
Q1 		– Sell
-1,740
Closed -$36K – 1808
2019
Q4 		$36K Buy
1,740
+97
+6% +$2.1K ﹤0.01% 761
2019
Q3 		$36K Buy
1,643
+37
+2% +$798 ﹤0.01% 698
2019
Q2 		$34K Buy
+1,606
New +$34.9K ﹤0.01% 702

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
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
MCM
Moerus Capital Management New York $271M AUM 58.78% 1-Year Est. Return

Valeo Financial Advisors's CSWC Position: Q1 2020 in Review

Valeo Financial Advisors sold out of Capital Southwest (CSWC) in Q1 2020, closing a stake of 1,740 shares — an estimated $36K sold.

Valeo Financial Advisors first reported a position in CSWC in Q2 2019 and held it in 3 quarters. The position peaked at $36K in Q4 2019. 64 funds tracked by Wall St. Rank hold CSWC as of Q1 2020.

  • Valeo Financial Advisors reported no remaining Capital Southwest position as of Q1 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,740 Capital Southwest shares in Q1 2020, an estimated $36K.
  • Valeo Financial Advisors first reported a position in Capital Southwest in Q2 2019 and held it in 3 quarters.
  • Valeo Financial Advisors's Capital Southwest position peaked at $36K in Q4 2019.
  • 64 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2020.

Based on Valeo Financial Advisors's 13F filing for Q1 2020, filed 13 Apr 2020.