Macquarie Group
FDUS icon

Macquarie Group’s Fidus Investment FDUS Stock Holding History

Macquarie 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
2018
Q4 		– Sell
-1,085
Closed -$16K – 2283
2018
Q3 		$16K Buy
+1,085
New +$16K ﹤0.01% 1937
2018
Q2 		– Sell
-8,898
Closed -$115K – 2213
2018
Q1 		$115K Buy
8,898
+1,300
+17% +$18.1K ﹤0.01% 1845
2017
Q4 		$115K Buy
7,598
+6,998
+1,166% +$113K ﹤0.01% 1871
2017
Q3 		$10K Buy
+600
New +$9.85K ﹤0.01% 2112

Other funds holding FDUS

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $345M AUM 46.29% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.41B AUM 25.38% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
SG
StepStone Group La Jolla, California $2.16B AUM 20.11% 1-Year Est. Return

Macquarie Group's FDUS Position: Q4 2018 in Review

Macquarie Group sold out of Fidus Investment (FDUS) in Q4 2018, closing a stake of 1,085 shares — an estimated $16K sold.

Macquarie Group first reported a position in FDUS in Q3 2017 and held it in 4 quarters. The position peaked at $115K in Q1 2018. 74 funds tracked by Wall St. Rank hold FDUS as of Q4 2018.

  • Macquarie Group reported no remaining Fidus Investment position as of Q4 2018 after selling out during the quarter.
  • Macquarie Group sold 1,085 Fidus Investment shares in Q4 2018, an estimated $16K.
  • Macquarie Group first reported a position in Fidus Investment in Q3 2017 and held it in 4 quarters.
  • Macquarie Group's Fidus Investment position peaked at $115K in Q1 2018.
  • 74 funds tracked by Wall St. Rank held Fidus Investment as of Q4 2018.

Based on Macquarie Group's 13F filing for Q4 2018, filed 15 Feb 2019.