BWM
FDUS icon

Baystate Wealth Management’s Fidus Investment FDUS Stock Holding History

Baystate Wealth 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
-1,500
Closed -$22K – 690
2017
Q4 		$22K Hold
1,500
– – ﹤0.01% 286
2017
Q3 		$24K Hold
1,500
– – ﹤0.01% 261
2017
Q2 		$25K Hold
1,500
– – ﹤0.01% 247
2017
Q1 		$27K Hold
1,500
– – 0.01% 238
2016
Q4 		$25K Buy
+1,500
New +$23.8K 0.01% 212

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

Baystate Wealth Management's FDUS Position: Q1 2018 in Review

Baystate Wealth Management sold out of Fidus Investment (FDUS) in Q1 2018, closing a stake of 1,500 shares — an estimated $22K sold.

Baystate Wealth Management first reported a position in FDUS in Q4 2016 and held it in 5 quarters. The position peaked at $27K in Q1 2017. 70 funds tracked by Wall St. Rank hold FDUS as of Q1 2018.

  • Baystate Wealth Management reported no remaining Fidus Investment position as of Q1 2018 after selling out during the quarter.
  • Baystate Wealth Management sold 1,500 Fidus Investment shares in Q1 2018, an estimated $22K.
  • Baystate Wealth Management first reported a position in Fidus Investment in Q4 2016 and held it in 5 quarters.
  • Baystate Wealth Management's Fidus Investment position peaked at $27K in Q1 2017.
  • 70 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2018.

Based on Baystate Wealth Management's 13F filing for Q1 2018, filed 24 Apr 2018.