MCM
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McKinley Capital Management’s Fidus Investment FDUS Stock Holding History

McKinley Capital Management’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
2020
Q2 		– Sell
-53,110
Closed -$352K – 196
2020
Q1 		$352K Sell
53,110
-54
-0.1% -$697 0.03% 175
2019
Q4 		$789K Sell
53,164
-162
-0.3% -$2.44K 0.05% 157
2019
Q3 		$791K Sell
53,326
-7,090
-12% -$109K 0.06% 132
2019
Q2 		$964K Buy
60,416
+2,341
+4% +$37.2K 0.06% 154
2019
Q1 		$890K Buy
58,075
+388
+0.7% +$5.58K 0.06% 136
2018
Q4 		$675K Sell
57,687
-3,545
-6% -$48.3K 0.05% 145
2018
Q3 		$895K Buy
61,232
+264
+0.4% +$3.89K 0.06% 144
2018
Q2 		$866K Sell
60,968
-32,409
-35% -$444K 0.06% 147
2018
Q1 		$1.2M Buy
93,377
+3,147
+3% +$43.8K 0.07% 122
2017
Q4 		$1.37M Buy
90,230
+3,237
+4% +$52.1K 0.07% 199
2017
Q3 		$1.4M Buy
86,993
+2,876
+3% +$47.2K 0.06% 199
2017
Q2 		$1.42M Sell
84,117
-1,052
-1% -$18.1K 0.05% 191
2017
Q1 		$1.5M Buy
85,169
+55,101
+183% +$915K 0.05% 200
2016
Q4 		$473K Buy
30,068
+2,233
+8% +$35.5K 0.02% 283
2016
Q3 		$438K Buy
27,835
+3,007
+12% +$47.5K 0.02% 289
2016
Q2 		$379K Buy
24,828
+3,421
+16% +$52.4K 0.02% 277
2016
Q1 		$332K Buy
+21,407
New +$296K 0.02% 263

Other funds holding FDUS

WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
EBT
Enterprise Bank & Trust Lowell, Massachusetts $267M AUM 13.99% 1-Year Est. Return

McKinley Capital Management's FDUS Position: Q2 2020 in Review

McKinley Capital Management sold out of Fidus Investment (FDUS) in Q2 2020, closing a stake of 53,110 shares — an estimated $352K sold.

McKinley Capital Management first reported a position in FDUS in Q1 2016 and held it in 17 quarters. The position peaked at $1.5M in Q1 2017. 76 funds tracked by Wall St. Rank hold FDUS as of Q2 2020.

  • McKinley Capital Management reported no remaining Fidus Investment position as of Q2 2020 after selling out during the quarter.
  • McKinley Capital Management sold 53,110 Fidus Investment shares in Q2 2020, an estimated $352K.
  • McKinley Capital Management first reported a position in Fidus Investment in Q1 2016 and held it in 17 quarters.
  • McKinley Capital Management's Fidus Investment position peaked at $1.5M in Q1 2017.
  • 76 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2020.

Based on McKinley Capital Management's 13F filing for Q2 2020, filed 27 Jul 2020.