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Gradient Investments’s Fidus Investment FDUS Stock Holding History

Gradient Investments’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
Q1 		– Sell
-2,000
Closed -$31K – 783
2016
Q4 		$31K Buy
+2,000
New +$31.8K ﹤0.01% 308

Other funds holding FDUS

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 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
YMRC
Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $345M AUM 46.29% 1-Year Est. Return
SG
StepStone Group La Jolla, California $2.16B AUM 20.11% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return

Gradient Investments's FDUS Position: Q1 2017 in Review

Gradient Investments sold out of Fidus Investment (FDUS) in Q1 2017, closing a stake of 2,000 shares — an estimated $31K sold.

Gradient Investments first reported a position in FDUS in Q4 2016 and held it in 1 quarter. The position peaked at $31K in Q4 2016. 60 funds tracked by Wall St. Rank hold FDUS as of Q1 2017.

  • Gradient Investments reported no remaining Fidus Investment position as of Q1 2017 after selling out during the quarter.
  • Gradient Investments sold 2,000 Fidus Investment shares in Q1 2017, an estimated $31K.
  • Gradient Investments first reported a position in Fidus Investment in Q4 2016 and held it in 1 quarter.
  • Gradient Investments's Fidus Investment position peaked at $31K in Q4 2016.
  • 60 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2017.

Based on Gradient Investments's 13F filing for Q1 2017, filed 12 Apr 2017.