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Montecito Bank & Trust’s Fidus Investment FDUS Stock Holding History

Montecito Bank & Trust’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
2017
Q1 		– Sell
-1,000
Closed -$16K – 254
2016
Q4 		$16K Buy
+1,000
New +$15.9K 0.01% 343

Other funds holding FDUS

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 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
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return

Montecito Bank & Trust's FDUS Position: Q1 2017 in Review

Montecito Bank & Trust sold out of Fidus Investment (FDUS) in Q1 2017, closing a stake of 1,000 shares — an estimated $16K sold.

Montecito Bank & Trust first reported a position in FDUS in Q4 2016 and held it in 1 quarter. The position peaked at $16K in Q4 2016. 60 funds tracked by Wall St. Rank hold FDUS as of Q1 2017.

  • Montecito Bank & Trust reported no remaining Fidus Investment position as of Q1 2017 after selling out during the quarter.
  • Montecito Bank & Trust sold 1,000 Fidus Investment shares in Q1 2017, an estimated $16K.
  • Montecito Bank & Trust first reported a position in Fidus Investment in Q4 2016 and held it in 1 quarter.
  • Montecito Bank & Trust's Fidus Investment position peaked at $16K in Q4 2016.
  • 60 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2017.

Based on Montecito Bank & Trust's 13F filing for Q1 2017, filed 5 May 2017.