CGA
FDUS icon

Crescent Grove Advisors’s Fidus Investment FDUS Stock Holding History

Crescent Grove Advisors’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
2019
Q2 		– Sell
-11,277
Closed -$173K – 163
2019
Q1 		$173K Hold
11,277
– – 0.04% 143
2018
Q4 		$132K Hold
11,277
– – 0.03% 147
2018
Q3 		$165K Hold
11,277
– – 0.04% 132
2018
Q2 		$160K Hold
11,277
– – 0.04% 132
2018
Q1 		$145K Hold
11,277
– – 0.04% 133
2017
Q4 		$171K Hold
11,277
– – 0.04% 131
2017
Q3 		$181K Hold
11,277
– – 0.05% 131
2017
Q2 		$190K Buy
+11,277
New +$194K 0.05% 132

Other funds holding FDUS

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.41B AUM 25.38% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $261M AUM 78.99% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Crescent Grove Advisors's FDUS Position: Q2 2019 in Review

Crescent Grove Advisors sold out of Fidus Investment (FDUS) in Q2 2019, closing a stake of 11,277 shares — an estimated $173K sold.

Crescent Grove Advisors first reported a position in FDUS in Q2 2017 and held it in 8 quarters. The position peaked at $190K in Q2 2017. 75 funds tracked by Wall St. Rank hold FDUS as of Q2 2019.

  • Crescent Grove Advisors reported no remaining Fidus Investment position as of Q2 2019 after selling out during the quarter.
  • Crescent Grove Advisors sold 11,277 Fidus Investment shares in Q2 2019, an estimated $173K.
  • Crescent Grove Advisors first reported a position in Fidus Investment in Q2 2017 and held it in 8 quarters.
  • Crescent Grove Advisors's Fidus Investment position peaked at $190K in Q2 2017.
  • 75 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2019.

Based on Crescent Grove Advisors's 13F filing for Q2 2019, filed 6 Aug 2019.