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WealthTrust-Arizona’s Capital Southwest CSWC Stock Holding History

WealthTrust-Arizona’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
2014
Q2 		– Sell
-114
Closed -$1K – 642
2014
Q1 		$1K Buy
+114
New +$1.45K ﹤0.01% 624

Other funds holding CSWC

ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
RRC
Red Rocks Capital Denver, Colorado $296M AUM 1.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

WealthTrust-Arizona's CSWC Position: Q2 2014 in Review

WealthTrust-Arizona sold out of Capital Southwest (CSWC) in Q2 2014, closing a stake of 114 shares — an estimated $1K sold.

WealthTrust-Arizona first reported a position in CSWC in Q1 2014 and held it in 1 quarter. The position peaked at $1K in Q1 2014. 72 funds tracked by Wall St. Rank hold CSWC as of Q2 2014.

  • WealthTrust-Arizona reported no remaining Capital Southwest position as of Q2 2014 after selling out during the quarter.
  • WealthTrust-Arizona sold 114 Capital Southwest shares in Q2 2014, an estimated $1K.
  • WealthTrust-Arizona first reported a position in Capital Southwest in Q1 2014 and held it in 1 quarter.
  • WealthTrust-Arizona's Capital Southwest position peaked at $1K in Q1 2014.
  • 72 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2014.

Based on WealthTrust-Arizona's 13F filing for Q2 2014, filed 22 Jul 2014.