JG
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Jefferies Group’s Fidus Investment FDUS Stock Holding History

Jefferies Group’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
2015
Q3 		– Sell
-85
Closed -$1K – 2518
2015
Q2 		$1K Buy
+85
New +$1.38K ﹤0.01% 3204

Other funds holding FDUS

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $120M AUM 52.72% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SG
StepStone Group La Jolla, California $207M AUM 12.33% 1-Year Est. Return
BCM
Buckhead Capital Management Atlanta, Georgia $265M AUM 11.84% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Jefferies Group's FDUS Position: Q3 2015 in Review

Jefferies Group sold out of Fidus Investment (FDUS) in Q3 2015, closing a stake of 85 shares — an estimated $1K sold.

Jefferies Group first reported a position in FDUS in Q2 2015 and held it in 1 quarter. The position peaked at $1K in Q2 2015. 46 funds tracked by Wall St. Rank hold FDUS as of Q3 2015.

  • Jefferies Group reported no remaining Fidus Investment position as of Q3 2015 after selling out during the quarter.
  • Jefferies Group sold 85 Fidus Investment shares in Q3 2015, an estimated $1K.
  • Jefferies Group first reported a position in Fidus Investment in Q2 2015 and held it in 1 quarter.
  • Jefferies Group's Fidus Investment position peaked at $1K in Q2 2015.
  • 46 funds tracked by Wall St. Rank held Fidus Investment as of Q3 2015.

Based on Jefferies Group's 13F filing for Q3 2015, filed 13 Nov 2015.