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Clearstead Trust’s Fidus Investment FDUS Stock Holding History

Clearstead 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
2017
Q3 		– Sell
-3,025
Closed -$51K – 222
2017
Q2 		$51K Hold
3,025
– – 0.04% 157
2017
Q1 		$53K Buy
3,025
+525
+21% +$8.71K 0.04% 116
2016
Q4 		$39K Buy
+2,500
New +$39.7K 0.04% 119

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
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
WFI
West Family Investments Carlsbad, California $345M AUM 46.29% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

Clearstead Trust's FDUS Position: Q3 2017 in Review

Clearstead Trust sold out of Fidus Investment (FDUS) in Q3 2017, closing a stake of 3,025 shares — an estimated $51K sold.

Clearstead Trust first reported a position in FDUS in Q4 2016 and held it in 3 quarters. The position peaked at $53K in Q1 2017. 67 funds tracked by Wall St. Rank hold FDUS as of Q3 2017.

  • Clearstead Trust reported no remaining Fidus Investment position as of Q3 2017 after selling out during the quarter.
  • Clearstead Trust sold 3,025 Fidus Investment shares in Q3 2017, an estimated $51K.
  • Clearstead Trust first reported a position in Fidus Investment in Q4 2016 and held it in 3 quarters.
  • Clearstead Trust's Fidus Investment position peaked at $53K in Q1 2017.
  • 67 funds tracked by Wall St. Rank held Fidus Investment as of Q3 2017.

Based on Clearstead Trust's 13F filing for Q3 2017, filed 17 Nov 2017.