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Alpha Cubed Investments’s Fidus Investment FDUS Stock Holding History

Alpha Cubed Investments’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
Q4 		– Sell
-14,641
Closed -$235K – 244
2017
Q3 		$235K Buy
+14,641
New +$240K 0.04% 193

Other funds holding FDUS

MC
Muzinich & Co New York $293M AUM 18.57% 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 $786B AUM 40.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $345M AUM 46.29% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.41B AUM 25.38% 1-Year Est. Return
SG
StepStone Group La Jolla, California $2.16B AUM 20.11% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

Alpha Cubed Investments's FDUS Position: Q4 2017 in Review

Alpha Cubed Investments sold out of Fidus Investment (FDUS) in Q4 2017, closing a stake of 14,641 shares — an estimated $235K sold.

Alpha Cubed Investments first reported a position in FDUS in Q3 2017 and held it in 1 quarter. The position peaked at $235K in Q3 2017. 68 funds tracked by Wall St. Rank hold FDUS as of Q4 2017.

  • Alpha Cubed Investments reported no remaining Fidus Investment position as of Q4 2017 after selling out during the quarter.
  • Alpha Cubed Investments sold 14,641 Fidus Investment shares in Q4 2017, an estimated $235K.
  • Alpha Cubed Investments first reported a position in Fidus Investment in Q3 2017 and held it in 1 quarter.
  • Alpha Cubed Investments's Fidus Investment position peaked at $235K in Q3 2017.
  • 68 funds tracked by Wall St. Rank held Fidus Investment as of Q4 2017.

Based on Alpha Cubed Investments's 13F filing for Q4 2017, filed 9 Feb 2018.