Whittier Trust’s Capital Southwest CSWC Stock Holding History

Whittier Trust’s Portfolio CSWC Stock Details CSWC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell
2016 Q3	$470K	Hold
2016 Q2	$437K	Hold
2016 Q1	$444K	Hold
2015 Q4	$444K	Buy