Victory Capital Management
CSWC icon

Victory Capital Management’s Capital Southwest CSWC Stock Holding History

Victory Capital Management’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
Q2 		– Sell
-3,032
Closed -$35K – 2691
2020
Q1 		$35K Buy
+3,032
New +$54.9K ﹤0.01% 2628
2019
Q4 		– Sell
-2,742
Closed -$60K – 2784
2019
Q3 		$60K Buy
+2,742
New +$59.1K ﹤0.01% 2599

Other funds holding CSWC

PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.18B AUM 22.58% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
MCM
Moerus Capital Management New York $224M AUM 42.2% 1-Year Est. Return

Victory Capital Management's CSWC Position: Q2 2020 in Review

Victory Capital Management sold out of Capital Southwest (CSWC) in Q2 2020, closing a stake of 3,032 shares — an estimated $35K sold.

Victory Capital Management first reported a position in CSWC in Q3 2019 and held it in 2 quarters. The position peaked at $60K in Q3 2019. 67 funds tracked by Wall St. Rank hold CSWC as of Q2 2020.

  • Victory Capital Management reported no remaining Capital Southwest position as of Q2 2020 after selling out during the quarter.
  • Victory Capital Management sold 3,032 Capital Southwest shares in Q2 2020, an estimated $35K.
  • Victory Capital Management first reported a position in Capital Southwest in Q3 2019 and held it in 2 quarters.
  • Victory Capital Management's Capital Southwest position peaked at $60K in Q3 2019.
  • 67 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2020.

Based on Victory Capital Management's 13F filing for Q2 2020, filed 7 Aug 2020.