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Howe & Rusling’s Fidus Investment FDUS Stock Holding History

Howe & Rusling’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
Q4 		– Sell
-150
Closed -$2K – 854
2017
Q3 		$2K Hold
150
– – ﹤0.01% 748
2017
Q2 		$3K Hold
150
– – ﹤0.01% 717
2017
Q1 		$3K Sell
150
-65
-30% -$1.08K ﹤0.01% 750
2016
Q4 		$3K Hold
215
– – ﹤0.01% 781
2016
Q3 		$3K Hold
215
– – ﹤0.01% 767
2016
Q2 		$3K Hold
215
– – ﹤0.01% 738
2016
Q1 		$3K Sell
215
-25
-10% -$345 ﹤0.01% 773
2015
Q4 		$3K Hold
240
– – ﹤0.01% 733
2015
Q3 		$3K Hold
240
– – ﹤0.01% 736
2015
Q2 		$4K Hold
240
– – ﹤0.01% 698
2015
Q1 		$4K Hold
240
– – ﹤0.01% 645
2014
Q4 		$4K Hold
240
– – ﹤0.01% 647
2014
Q3 		$4K Buy
+240
New +$4.42K ﹤0.01% 640

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
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 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
SG
StepStone Group La Jolla, California $207M AUM 12.33% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

Howe & Rusling's FDUS Position: Q4 2017 in Review

Howe & Rusling sold out of Fidus Investment (FDUS) in Q4 2017, closing a stake of 150 shares — an estimated $2K sold.

Howe & Rusling first reported a position in FDUS in Q3 2014 and held it in 13 quarters. The position peaked at $4K in Q2 2015. 68 funds tracked by Wall St. Rank hold FDUS as of Q4 2017.

  • Howe & Rusling reported no remaining Fidus Investment position as of Q4 2017 after selling out during the quarter.
  • Howe & Rusling sold 150 Fidus Investment shares in Q4 2017, an estimated $2K.
  • Howe & Rusling first reported a position in Fidus Investment in Q3 2014 and held it in 13 quarters.
  • Howe & Rusling's Fidus Investment position peaked at $4K in Q2 2015.
  • 68 funds tracked by Wall St. Rank held Fidus Investment as of Q4 2017.

Based on Howe & Rusling's 13F filing for Q4 2017, filed 24 Jan 2018.