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Ground Swell Capital’s Fidus Investment FDUS Stock Holding History

Ground Swell Capital’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 		$3K Sell
200
-1,306
-87% -$24.1K 0.01% 1723
2014
Q2 		$31K Buy
+1,506
New +$28.1K 0.06% 268

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

Ground Swell Capital's FDUS Position: Q3 2014 in Review

Ground Swell Capital reduced its Fidus Investment (FDUS) stake by 87% in Q3 2014, selling an estimated $24.1K and leaving 200 shares worth $3K. The position accounts for 0.01% of the portfolio, ranked #1723.

Ground Swell Capital first reported a position in FDUS in Q2 2014 and has held it in 2 quarters since. The position peaked at $31K in Q2 2014. 49 funds tracked by Wall St. Rank hold FDUS as of Q3 2014.

  • Ground Swell Capital held 200 shares of Fidus Investment worth $3K as of Q3 2014.
  • Ground Swell Capital sold 1,306 Fidus Investment shares in Q3 2014, an estimated $24.1K.
  • Fidus Investment made up 0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1723 holding.
  • Ground Swell Capital first reported a position in Fidus Investment in Q2 2014 and has held it in 2 quarters since.
  • Ground Swell Capital's Fidus Investment position peaked at $31K in Q2 2014.
  • 49 funds tracked by Wall St. Rank held Fidus Investment as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.