Apriem Advisors’s Fidus Investment FDUS Stock Holding History

Apriem Advisors’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
2018 Q3	–	Sell	-1,000	Closed	-$14K	–	217
2018 Q2	$14K	Buy	+1,000	New	+$13.7K	﹤0.01%	387

Other funds holding FDUS

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

West Family Investments Carlsbad, California $345M AUM 46.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Novare Capital Management Charlotte, North Carolina $1.41B AUM 25.38% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

StepStone Group La Jolla, California $2.16B AUM 20.11% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Apriem Advisors's FDUS Position: Q3 2018 in Review

Apriem Advisors sold out of Fidus Investment (FDUS) in Q3 2018, closing a stake of 1,000 shares — an estimated $14K sold.

Apriem Advisors first reported a position in FDUS in Q2 2018 and held it in 1 quarter. The position peaked at $14K in Q2 2018. 67 funds tracked by Wall St. Rank hold FDUS as of Q3 2018.

Apriem Advisors reported no remaining Fidus Investment position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 1,000 Fidus Investment shares in Q3 2018, an estimated $14K.
Apriem Advisors first reported a position in Fidus Investment in Q2 2018 and held it in 1 quarter.
Apriem Advisors's Fidus Investment position peaked at $14K in Q2 2018.
67 funds tracked by Wall St. Rank held Fidus Investment as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.