Vaughan David Investments’s Capital Southwest CSWC Stock Holding History

Vaughan David Investments’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 Q2	–	Sell	-13,440	Closed	-$186K	–	158
2016 Q1	$186K	Buy	+13,440	New	+$188K	0.01%	157

Other funds holding CSWC

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

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

First Manhattan

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

Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

Clover Partners Dallas, Texas $43.1M AUM 4.09% 1-Year Est. Return

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

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

Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

Vaughan David Investments's CSWC Position: Q2 2016 in Review

Vaughan David Investments sold out of Capital Southwest (CSWC) in Q2 2016, closing a stake of 13,440 shares — an estimated $186K sold.

Vaughan David Investments first reported a position in CSWC in Q1 2016 and held it in 1 quarter. The position peaked at $186K in Q1 2016. 47 funds tracked by Wall St. Rank hold CSWC as of Q2 2016.

Vaughan David Investments reported no remaining Capital Southwest position as of Q2 2016 after selling out during the quarter.
Vaughan David Investments sold 13,440 Capital Southwest shares in Q2 2016, an estimated $186K.
Vaughan David Investments first reported a position in Capital Southwest in Q1 2016 and held it in 1 quarter.
Vaughan David Investments's Capital Southwest position peaked at $186K in Q1 2016.
47 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2016.

Based on Vaughan David Investments's 13F filing for Q2 2016, filed 10 Aug 2016.