CIBC World Market
FDUS icon

CIBC World Market’s Fidus Investment FDUS Stock Holding History

CIBC World Market’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
2017
Q4 		– Sell
-10,245
Closed -$165K – 823
2017
Q3 		$165K Sell
10,245
-297
-3% -$4.88K ﹤0.01% 720
2017
Q2 		$177K Buy
+10,542
New +$182K ﹤0.01% 1081
2015
Q2 		– Sell
-11,435
Closed -$176K – 905
2015
Q1 		$176K Sell
11,435
-1,165
-9% -$18.5K ﹤0.01% 761
2014
Q4 		$187K Buy
+12,600
New +$202K ﹤0.01% 768

Other funds holding FDUS

MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $345M AUM 46.29% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.41B AUM 25.38% 1-Year Est. Return
SG
StepStone Group La Jolla, California $2.16B AUM 20.11% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

CIBC World Market's FDUS Position: Q4 2017 in Review

CIBC World Market sold out of Fidus Investment (FDUS) in Q4 2017, closing a stake of 10,245 shares — an estimated $165K sold.

CIBC World Market first reported a position in FDUS in Q4 2014 and held it in 4 quarters. The position peaked at $187K in Q4 2014. 68 funds tracked by Wall St. Rank hold FDUS as of Q4 2017.

  • CIBC World Market reported no remaining Fidus Investment position as of Q4 2017 after selling out during the quarter.
  • CIBC World Market sold 10,245 Fidus Investment shares in Q4 2017, an estimated $165K.
  • CIBC World Market first reported a position in Fidus Investment in Q4 2014 and held it in 4 quarters.
  • CIBC World Market's Fidus Investment position peaked at $187K in Q4 2014.
  • 68 funds tracked by Wall St. Rank held Fidus Investment as of Q4 2017.

Based on CIBC World Market's 13F filing for Q4 2017, filed 1 Feb 2018.