ACM
FDUS icon

Ativo Capital Management’s Fidus Investment FDUS Stock Holding History

Ativo Capital 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
2018
Q1 		– Sell
-70,022
Closed -$1.06M – 231
2017
Q4 		$1.06M Buy
70,022
+11,006
+19% +$177K 0.28% 172
2017
Q3 		$949K Hold
59,016
– – 0.25% 182
2017
Q2 		$993K Buy
59,016
+10,007
+20% +$173K 0.27% 168
2017
Q1 		$861K Buy
+49,009
New +$813K 0.21% 191

Other funds holding FDUS

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $345M AUM 46.29% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 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
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
SG
StepStone Group La Jolla, California $2.16B AUM 20.11% 1-Year Est. Return

Ativo Capital Management's FDUS Position: Q1 2018 in Review

Ativo Capital Management sold out of Fidus Investment (FDUS) in Q1 2018, closing a stake of 70,022 shares — an estimated $1.06M sold.

Ativo Capital Management first reported a position in FDUS in Q1 2017 and held it in 4 quarters. The position peaked at $1.06M in Q4 2017. 70 funds tracked by Wall St. Rank hold FDUS as of Q1 2018.

  • Ativo Capital Management reported no remaining Fidus Investment position as of Q1 2018 after selling out during the quarter.
  • Ativo Capital Management sold 70,022 Fidus Investment shares in Q1 2018, an estimated $1.06M.
  • Ativo Capital Management first reported a position in Fidus Investment in Q1 2017 and held it in 4 quarters.
  • Ativo Capital Management's Fidus Investment position peaked at $1.06M in Q4 2017.
  • 70 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2018.

Based on Ativo Capital Management's 13F filing for Q1 2018, filed 15 May 2018.