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FDUS icon

Baird’s Fidus Investment FDUS Stock Holding History

Baird’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
2015
Q1 		$577K Buy
37,516
+5,019
+15% +$79.5K 0.01% 914
2014
Q4 		$482K Buy
32,497
+7,568
+30% +$122K 0.01% 960
2014
Q3 		$412K Buy
24,929
+2,005
+9% +$37K 0.01% 889
2014
Q2 		$471K Buy
22,924
+3,549
+18% +$66.1K 0.01% 859
2014
Q1 		$374K Buy
19,375
+452
+2% +$9.3K 0.01% 938
2013
Q4 		$411K Sell
18,923
-421
-2% -$8.58K 0.01% 893
2013
Q3 		$375K Sell
19,344
-1,659
-8% -$31.8K 0.01% 887
2013
Q2 		$393K Buy
+21,003
New +$388K 0.01% 841

Other funds holding FDUS

BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $120M AUM 52.72% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SG
StepStone Group La Jolla, California $207M AUM 12.33% 1-Year Est. Return
BCM
Buckhead Capital Management Atlanta, Georgia $265M AUM 11.84% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

Baird's FDUS Position: Q1 2015 in Review

Baird increased its Fidus Investment (FDUS) stake by 15% in Q1 2015, buying an estimated $79.5K and bringing the position to 37,516 shares worth $577K. The position accounts for 0.01% of the portfolio, ranked #914.

Baird first reported a position in FDUS in Q2 2013 and has held it in 8 quarters since. 47 funds tracked by Wall St. Rank hold FDUS as of Q1 2015.

  • Baird held 37,516 shares of Fidus Investment worth $577K as of Q1 2015.
  • Baird bought 5,019 Fidus Investment shares in Q1 2015, an estimated $79.5K.
  • Fidus Investment made up 0.01% of Baird's portfolio in Q1 2015, its #914 holding.
  • Baird first reported a position in Fidus Investment in Q2 2013 and has held it in 8 quarters since.
  • 47 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.