WHG
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Westwood Holdings Group’s Capital Southwest CSWC Stock Holding History

Westwood Holdings Group’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
2017
Q3 		– Sell
-4,800
Closed -$77K – 441
2017
Q2 		$77K Buy
+4,800
New +$77.5K ﹤0.01% 432

Other funds holding CSWC

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
MCP
Moab Capital Partners Southampton, New York $41M AUM 33.21% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
RRAM
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
CP
Clover Partners Dallas, Texas $43.1M AUM 4.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

Westwood Holdings Group's CSWC Position: Q3 2017 in Review

Westwood Holdings Group sold out of Capital Southwest (CSWC) in Q3 2017, closing a stake of 4,800 shares — an estimated $77K sold.

Westwood Holdings Group first reported a position in CSWC in Q2 2017 and held it in 1 quarter. The position peaked at $77K in Q2 2017. 41 funds tracked by Wall St. Rank hold CSWC as of Q3 2017.

  • Westwood Holdings Group reported no remaining Capital Southwest position as of Q3 2017 after selling out during the quarter.
  • Westwood Holdings Group sold 4,800 Capital Southwest shares in Q3 2017, an estimated $77K.
  • Westwood Holdings Group first reported a position in Capital Southwest in Q2 2017 and held it in 1 quarter.
  • Westwood Holdings Group's Capital Southwest position peaked at $77K in Q2 2017.
  • 41 funds tracked by Wall St. Rank held Capital Southwest as of Q3 2017.

Based on Westwood Holdings Group's 13F filing for Q3 2017, filed 14 Nov 2017.