CG
FDUS icon

Cutler Group’s Fidus Investment FDUS Stock Holding History

Cutler Group’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
Q2 		– Sell
-1,300
Closed -$1K – 6537
2017
Q1 		$1K Buy
+1,300
New +$21.6K ﹤0.01% 5822
2016
Q4 		– Sell
-1,000
Closed -$9K – 6741
2016
Q3 		$9K Sell
1,000
-100
-9% -$1.58K ﹤0.01% 4304
2016
Q2 		$10K Sell
1,100
-100
-8% -$1.53K ﹤0.01% 4121
2016
Q1 		$1K Buy
+1,200
New +$16.6K ﹤0.01% 5959

Other funds holding FDUS

MC
Muzinich & Co New York $286M AUM 21.05% 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 $666B AUM 30.12% 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 $6.01B AUM 24.74% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $12.4B AUM 25.9% 1-Year Est. Return

Cutler Group's FDUS Position: Q4 2016 in Review

Cutler Group sold out of Fidus Investment (FDUS) in Q4 2016, closing a stake of 600 shares — an estimated $9.54K sold.

Cutler Group first reported a position in FDUS in Q1 2016 and held it in 3 quarters. The position peaked at $13K in Q1 2016. 63 funds tracked by Wall St. Rank hold FDUS as of Q4 2016.

  • Cutler Group reported no remaining Fidus Investment position as of Q4 2016 after selling out during the quarter.
  • Cutler Group sold 600 Fidus Investment shares in Q4 2016, an estimated $9.54K.
  • Cutler Group first reported a position in Fidus Investment in Q1 2016 and held it in 3 quarters.
  • Cutler Group's Fidus Investment position peaked at $13K in Q1 2016.
  • 63 funds tracked by Wall St. Rank held Fidus Investment as of Q4 2016.

Based on Cutler Group's 13F filing for Q4 2016, filed 12 Jan 2017.