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Integrated Wealth Management (Palm Desert)’s Fidus Investment FDUS Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016
Q4 		– Sell
-100
Closed -$2K – 493
2016
Q3 		$2K Buy
+100
New +$1.58K ﹤0.01% 1054

Other funds holding FDUS

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 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
BCM
Buckhead Capital Management Atlanta, Georgia $292M AUM 21.14% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s FDUS Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Fidus Investment (FDUS) in Q4 2016, closing a stake of 100 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in FDUS in Q3 2016 and held it in 1 quarter. The position peaked at $2K in Q3 2016. 63 funds tracked by Wall St. Rank hold FDUS as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Fidus Investment position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 100 Fidus Investment shares in Q4 2016, an estimated $2K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Fidus Investment in Q3 2016 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Fidus Investment position peaked at $2K in Q3 2016.
  • 63 funds tracked by Wall St. Rank held Fidus Investment as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.