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Moors & Cabot’s Fidus Investment FDUS Stock Holding History

Moors & Cabot’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
Q3 		– Sell
-20,800
Closed -$349K – 546
2017
Q2 		$349K Buy
+20,800
New +$359K 0.06% 358

Other funds holding FDUS

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RJA
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $12.4B AUM 25.9% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $120M AUM 52.72% 1-Year Est. Return

Moors & Cabot's FDUS Position: Q3 2017 in Review

Moors & Cabot sold out of Fidus Investment (FDUS) in Q3 2017, closing a stake of 20,800 shares — an estimated $349K sold.

Moors & Cabot first reported a position in FDUS in Q2 2017 and held it in 1 quarter. The position peaked at $349K in Q2 2017. 67 funds tracked by Wall St. Rank hold FDUS as of Q3 2017.

  • Moors & Cabot reported no remaining Fidus Investment position as of Q3 2017 after selling out during the quarter.
  • Moors & Cabot sold 20,800 Fidus Investment shares in Q3 2017, an estimated $349K.
  • Moors & Cabot first reported a position in Fidus Investment in Q2 2017 and held it in 1 quarter.
  • Moors & Cabot's Fidus Investment position peaked at $349K in Q2 2017.
  • 67 funds tracked by Wall St. Rank held Fidus Investment as of Q3 2017.

Based on Moors & Cabot's 13F filing for Q3 2017, filed 16 Nov 2017.