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

Arcadia 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
Q2 		– Sell
-1,475
Closed -$26K – 386
2017
Q1 		$26K Buy
+1,475
New +$24.5K 0.01% 291
2016
Q3 		– Sell
-1,620
Closed -$25K – 372
2016
Q2 		$25K Buy
+1,620
New +$24.8K 0.01% 296

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
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
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $345M AUM 46.29% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Arcadia Investment Management's FDUS Position: Q2 2017 in Review

Arcadia Investment Management sold out of Fidus Investment (FDUS) in Q2 2017, closing a stake of 1,475 shares — an estimated $26K sold.

Arcadia Investment Management first reported a position in FDUS in Q2 2016 and held it in 2 quarters. The position peaked at $26K in Q1 2017. 70 funds tracked by Wall St. Rank hold FDUS as of Q2 2017.

  • Arcadia Investment Management reported no remaining Fidus Investment position as of Q2 2017 after selling out during the quarter.
  • Arcadia Investment Management sold 1,475 Fidus Investment shares in Q2 2017, an estimated $26K.
  • Arcadia Investment Management first reported a position in Fidus Investment in Q2 2016 and held it in 2 quarters.
  • Arcadia Investment Management's Fidus Investment position peaked at $26K in Q1 2017.
  • 70 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2017.

Based on Arcadia Investment Management's 13F filing for Q2 2017, filed 3 Aug 2017.