WEC
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Winslow Evans & Crocker’s Capital Southwest CSWC Stock Holding History

Winslow Evans & Crocker’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
Q4 		$39K Buy
+2,225
New +$35K 0.01% 649

Other funds holding CSWC

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Winslow Evans & Crocker's CSWC Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in Capital Southwest (CSWC) in Q4 2020: 2,225 shares worth $39K. The stake represents 0.01% of the portfolio and ranks #649 among its holdings.

74 funds tracked by Wall St. Rank hold CSWC as of Q4 2020.

  • Winslow Evans & Crocker held 2,225 shares of Capital Southwest worth $39K as of Q4 2020.
  • Capital Southwest was a new Winslow Evans & Crocker position in Q4 2020.
  • Capital Southwest made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #649 holding.
  • 74 funds tracked by Wall St. Rank held Capital Southwest as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.