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Credit Suisse’s Fidus Investment FDUS Stock Holding History

Credit Suisse’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
Q3 		– Sell
-43,236
Closed -$888K – 4492
2014
Q2 		$888K Buy
43,236
+20,800
+93% +$387K ﹤0.01% 3395
2014
Q1 		$433K Buy
22,436
+5,758
+35% +$118K ﹤0.01% 3821
2013
Q4 		$362K Buy
+16,678
New +$340K ﹤0.01% 3957

Other funds holding FDUS

AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 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 $163M AUM 68.53% 1-Year Est. Return
SG
StepStone Group La Jolla, California $2.16B AUM 20.11% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BCM
Buckhead Capital Management Atlanta, Georgia $292M AUM 21.14% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return

Credit Suisse's FDUS Position: Q3 2014 in Review

Credit Suisse sold out of Fidus Investment (FDUS) in Q3 2014, closing a stake of 43,236 shares — an estimated $888K sold.

Credit Suisse first reported a position in FDUS in Q4 2013 and held it in 3 quarters. The position peaked at $888K in Q2 2014. 49 funds tracked by Wall St. Rank hold FDUS as of Q3 2014.

  • Credit Suisse reported no remaining Fidus Investment position as of Q3 2014 after selling out during the quarter.
  • Credit Suisse sold 43,236 Fidus Investment shares in Q3 2014, an estimated $888K.
  • Credit Suisse first reported a position in Fidus Investment in Q4 2013 and held it in 3 quarters.
  • Credit Suisse's Fidus Investment position peaked at $888K in Q2 2014.
  • 49 funds tracked by Wall St. Rank held Fidus Investment as of Q3 2014.

Based on Credit Suisse's 13F filing for Q3 2014, filed 14 Nov 2014.