CAAS
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Capital Asset Advisory Services’s Fidus Investment FDUS Stock Holding History

Capital Asset Advisory Services’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
2021
Q1 		– Sell
-4,366
Closed -$57K – 943
2020
Q4 		$57K Buy
+4,366
New +$51.9K 0.01% 582

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RJFSA
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VanEck Associates
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
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NCM
Novare Capital Management Charlotte, North Carolina $1.41B AUM 25.38% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Capital Asset Advisory Services's FDUS Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Fidus Investment (FDUS) in Q1 2021, closing a stake of 4,366 shares — an estimated $57K sold.

Capital Asset Advisory Services first reported a position in FDUS in Q4 2020 and held it in 1 quarter. The position peaked at $57K in Q4 2020. 81 funds tracked by Wall St. Rank hold FDUS as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Fidus Investment position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 4,366 Fidus Investment shares in Q1 2021, an estimated $57K.
  • Capital Asset Advisory Services first reported a position in Fidus Investment in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Fidus Investment position peaked at $57K in Q4 2020.
  • 81 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.