Mid Atlantic Financial Management’s Fidus Investment FDUS Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$537K	Buy	30,791 +1,046	+4%	+$18.2K	0.04%	433
2021 Q2	$506K	Sell	29,745 -2,113	-7%	-$35.9K	0.03%	460
2021 Q1	$495K	Sell	31,858 -2,143	-6%	-$30.6K	0.04%	431
2020 Q4	$445K	Sell	34,001 -724	-2%	-$8.61K	0.03%	427
2020 Q3	$401K	Buy	34,725 +3,889	+13%	+$37.4K	0.04%	421
2020 Q2	$280K	Buy	30,836 +3,871	+14%	+$33.6K	0.03%	508
2020 Q1	$179K	Buy	26,965 +9,025	+50%	+$117K	0.02%	577
2019 Q4	$266K	Buy	17,940 +3,072	+21%	+$46.2K	0.02%	560
2019 Q3	$220K	Buy	14,868 +2,155	+17%	+$33.1K	0.02%	596
2019 Q2	$203K	Buy	+12,713	New	+$202K	0.02%	641

Other funds holding FDUS

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

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

NCM

Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Mid Atlantic Financial Management's FDUS Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Fidus Investment (FDUS) stake by 3.5% in Q3 2021, buying an estimated $18.2K and bringing the position to 30,791 shares worth $537K. The position accounts for 0.04% of the portfolio, ranked #433.

Mid Atlantic Financial Management first reported a position in FDUS in Q2 2019 and has held it in 10 quarters since. 78 funds tracked by Wall St. Rank hold FDUS as of Q3 2021.

Mid Atlantic Financial Management held 30,791 shares of Fidus Investment worth $537K as of Q3 2021.
Mid Atlantic Financial Management bought 1,046 Fidus Investment shares in Q3 2021, an estimated $18.2K.
Fidus Investment made up 0.04% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #433 holding.
Mid Atlantic Financial Management first reported a position in Fidus Investment in Q2 2019 and has held it in 10 quarters since.
78 funds tracked by Wall St. Rank held Fidus Investment as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.