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Andesa Financial Management’s Fidus Investment FDUS Stock Holding History

Andesa Financial 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
2019
Q3 		– Sell
-10,668
Closed -$170K – 105
2019
Q2 		$170K Sell
10,668
-16,310
-60% -$259K 0.16% 107
2019
Q1 		$412K Buy
26,978
+15,489
+135% +$223K 0.2% 103
2018
Q4 		$135K Buy
+11,489
New +$157K 0.16% 94

Other funds holding FDUS

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.41B AUM 25.38% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $261M AUM 78.99% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Andesa Financial Management's FDUS Position: Q3 2019 in Review

Andesa Financial Management sold out of Fidus Investment (FDUS) in Q3 2019, closing a stake of 10,668 shares — an estimated $170K sold.

Andesa Financial Management first reported a position in FDUS in Q4 2018 and held it in 3 quarters. The position peaked at $412K in Q1 2019. 75 funds tracked by Wall St. Rank hold FDUS as of Q3 2019.

  • Andesa Financial Management reported no remaining Fidus Investment position as of Q3 2019 after selling out during the quarter.
  • Andesa Financial Management sold 10,668 Fidus Investment shares in Q3 2019, an estimated $170K.
  • Andesa Financial Management first reported a position in Fidus Investment in Q4 2018 and held it in 3 quarters.
  • Andesa Financial Management's Fidus Investment position peaked at $412K in Q1 2019.
  • 75 funds tracked by Wall St. Rank held Fidus Investment as of Q3 2019.

Based on Andesa Financial Management's 13F filing for Q3 2019, filed 8 Nov 2019.