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BlackRock Institutional Trust’s Fidus Investment FDUS Stock Holding History

BlackRock Institutional Trust’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
2014
Q2 		– Sell
-157,391
Closed -$3.04M – 3964
2014
Q1 		$3.04M Sell
157,391
-5,976
-4% -$123K ﹤0.01% 2978
2013
Q4 		$3.55M Sell
163,367
-14,090
-8% -$287K ﹤0.01% 2926
2013
Q3 		$3.44M Buy
177,457
+7,534
+4% +$145K ﹤0.01% 2887
2013
Q2 		$3.18M Buy
+169,923
New +$3.14M ﹤0.01% 2889

Other funds holding FDUS

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 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
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock Institutional Trust's FDUS Position: Q2 2014 in Review

BlackRock Institutional Trust sold out of Fidus Investment (FDUS) in Q2 2014, closing a stake of 157,391 shares — an estimated $3.04M sold.

BlackRock Institutional Trust first reported a position in FDUS in Q2 2013 and held it in 4 quarters. The position peaked at $3.55M in Q4 2013. 64 funds tracked by Wall St. Rank hold FDUS as of Q2 2014.

  • BlackRock Institutional Trust reported no remaining Fidus Investment position as of Q2 2014 after selling out during the quarter.
  • BlackRock Institutional Trust sold 157,391 Fidus Investment shares in Q2 2014, an estimated $3.04M.
  • BlackRock Institutional Trust first reported a position in Fidus Investment in Q2 2013 and held it in 4 quarters.
  • BlackRock Institutional Trust's Fidus Investment position peaked at $3.55M in Q4 2013.
  • 64 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2014.

Based on BlackRock Institutional Trust's 13F filing for Q2 2014, filed 6 Aug 2014.