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Buckhead Capital Management’s Fidus Investment FDUS Stock Holding History

Buckhead 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
Q2 		– Sell
-111,265
Closed -$1.43M – 109
2018
Q1 		$1.43M Buy
111,265
+5,000
+5% +$69.6K 0.32% 87
2017
Q4 		$1.61M Sell
106,265
-54,565
-34% -$879K 0.34% 83
2017
Q3 		$2.59M Buy
160,830
+965
+0.6% +$15.8K 0.56% 68
2017
Q2 		$2.69M Sell
159,865
-5,000
-3% -$86.2K 0.49% 72
2017
Q1 		$2.9M Sell
164,865
-1,965
-1% -$32.6K 0.53% 71
2016
Q4 		$2.62M Sell
166,830
-4,100
-2% -$65.2K 0.5% 73
2016
Q3 		$2.69M Sell
170,930
-23,275
-12% -$368K 0.51% 71
2016
Q2 		$2.97M Sell
194,205
-32,705
-14% -$501K 0.54% 68
2016
Q1 		$3.52M Buy
226,910
+3,580
+2% +$49.4K 0.66% 64
2015
Q4 		$3.06M Sell
223,330
-20
-0% -$279 0.57% 65
2015
Q3 		$3.08M Buy
223,350
+51,203
+30% +$750K 0.6% 61
2015
Q2 		$2.56M Buy
172,147
+280
+0.2% +$4.54K 0.47% 66
2015
Q1 		$2.64M Buy
171,867
+14,430
+9% +$229K 0.47% 69
2014
Q4 		$2.34M Hold
157,437
– – 0.41% 75
2014
Q3 		$2.6M Sell
157,437
-2,480
-2% -$45.7K 0.45% 68
2014
Q2 		$3.29M Sell
159,917
-31,577
-16% -$588K 0.46% 68
2014
Q1 		$3.7M Buy
191,494
+74,200
+63% +$1.53M 0.47% 81
2013
Q4 		$2.55M Buy
117,294
+37,859
+48% +$772K 0.33% 99
2013
Q3 		$1.54M Sell
79,435
-60
-0.1% -$1.15K 0.21% 134
2013
Q2 		$1.49M Buy
+79,495
New +$1.47M 0.19% 130

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 $4.72B AUM 36.69% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $286M AUM 21.05% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 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 $207M AUM 12.33% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Buckhead Capital Management's FDUS Position: Q2 2018 in Review

Buckhead Capital Management sold out of Fidus Investment (FDUS) in Q2 2018, closing a stake of 111,265 shares — an estimated $1.43M sold.

Buckhead Capital Management first reported a position in FDUS in Q2 2013 and held it in 20 quarters. The position peaked at $3.7M in Q1 2014. 70 funds tracked by Wall St. Rank hold FDUS as of Q2 2018.

  • Buckhead Capital Management reported no remaining Fidus Investment position as of Q2 2018 after selling out during the quarter.
  • Buckhead Capital Management sold 111,265 Fidus Investment shares in Q2 2018, an estimated $1.43M.
  • Buckhead Capital Management first reported a position in Fidus Investment in Q2 2013 and held it in 20 quarters.
  • Buckhead Capital Management's Fidus Investment position peaked at $3.7M in Q1 2014.
  • 70 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2018.

Based on Buckhead Capital Management's 13F filing for Q2 2018, filed 2 Aug 2018.