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Financial Management Professionals’s Fidus Investment FDUS Stock Holding History

Financial Management Professionals’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
2018
Q4 		– Sell
-1,000
Closed -$15K – 289
2018
Q3 		$15K Hold
1,000
– – 0.01% 144
2018
Q2 		$14K Hold
1,000
– – 0.01% 145
2018
Q1 		$13K Buy
+1,000
New +$13.9K 0.01% 144

Other funds holding FDUS

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $345M AUM 46.29% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.41B AUM 25.38% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
SG
StepStone Group La Jolla, California $2.16B AUM 20.11% 1-Year Est. Return

Financial Management Professionals's FDUS Position: Q4 2018 in Review

Financial Management Professionals sold out of Fidus Investment (FDUS) in Q4 2018, closing a stake of 1,000 shares — an estimated $15K sold.

Financial Management Professionals first reported a position in FDUS in Q1 2018 and held it in 3 quarters. The position peaked at $15K in Q3 2018. 74 funds tracked by Wall St. Rank hold FDUS as of Q4 2018.

  • Financial Management Professionals reported no remaining Fidus Investment position as of Q4 2018 after selling out during the quarter.
  • Financial Management Professionals sold 1,000 Fidus Investment shares in Q4 2018, an estimated $15K.
  • Financial Management Professionals first reported a position in Fidus Investment in Q1 2018 and held it in 3 quarters.
  • Financial Management Professionals's Fidus Investment position peaked at $15K in Q3 2018.
  • 74 funds tracked by Wall St. Rank held Fidus Investment as of Q4 2018.

Based on Financial Management Professionals's 13F filing for Q4 2018, filed 22 Jan 2019.