AIM
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Acrospire Investment Management’s Fidus Investment FDUS Stock Holding History

Acrospire Investment Management’s Portfolio FDUS Stock Details FDUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-61
Closed -$1K – 508
2017
Q2 		$1K Buy
+61
New +$1.05K ﹤0.01% 2089
2016
Q4 		– Sell
-1,545
Closed -$24K – 2274
2016
Q3 		$24K Buy
+1,545
New +$24.4K 0.02% 1434

Other funds holding FDUS

MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $12.4B AUM 25.9% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $120M AUM 52.72% 1-Year Est. Return

Acrospire Investment Management's FDUS Position: Q3 2017 in Review

Acrospire Investment Management sold out of Fidus Investment (FDUS) in Q3 2017, closing a stake of 61 shares — an estimated $1K sold.

Acrospire Investment Management first reported a position in FDUS in Q3 2016 and held it in 2 quarters. The position peaked at $24K in Q3 2016. 67 funds tracked by Wall St. Rank hold FDUS as of Q3 2017.

  • Acrospire Investment Management reported no remaining Fidus Investment position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 61 Fidus Investment shares in Q3 2017, an estimated $1K.
  • Acrospire Investment Management first reported a position in Fidus Investment in Q3 2016 and held it in 2 quarters.
  • Acrospire Investment Management's Fidus Investment position peaked at $24K in Q3 2016.
  • 67 funds tracked by Wall St. Rank held Fidus Investment as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.