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MSI Financial Services’s Fidus Investment FDUS Stock Holding History

MSI Financial Services’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
2016
Q4 		$95K Buy
6,060
+5,400
+818% +$85.8K ﹤0.01% 1479
2016
Q3 		$10K Buy
+660
New +$10.4K ﹤0.01% 2782

Other funds holding FDUS

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $163M AUM 68.53% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return
SG
StepStone Group La Jolla, California $207M AUM 12.33% 1-Year Est. Return
BCM
Buckhead Capital Management Atlanta, Georgia $265M AUM 11.84% 1-Year Est. Return

MSI Financial Services's FDUS Position: Q4 2016 in Review

MSI Financial Services increased its Fidus Investment (FDUS) stake by 818% in Q4 2016, buying an estimated $85.8K and bringing the position to 6,060 shares worth $95K. The position accounts for ﹤0.01% of the portfolio, ranked #1479.

MSI Financial Services first reported a position in FDUS in Q3 2016 and has held it in 2 quarters since. 63 funds tracked by Wall St. Rank hold FDUS as of Q4 2016.

  • MSI Financial Services held 6,060 shares of Fidus Investment worth $95K as of Q4 2016.
  • MSI Financial Services bought 5,400 Fidus Investment shares in Q4 2016, an estimated $85.8K.
  • Fidus Investment made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #1479 holding.
  • MSI Financial Services first reported a position in Fidus Investment in Q3 2016 and has held it in 2 quarters since.
  • 63 funds tracked by Wall St. Rank held Fidus Investment as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.